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Wilmington Trust Retirement and Institutional Services Company (WTRIS) is dedicated to designing and delivering professional solutions that increase our business partners' competitive advantages.
As an independent, institutional service provider with over 65 years of experience serving the retirement industry we are well positioned to meet the needs of TPAs, consultants, and registered investment advisors. Visit our dedicated Retirement and Institutional Services website for a comprehensive overview, including more information about our Fiduciary Services and Institutional Account Services.
Retirement Plan Services
WTRIS provides directed trustee, trust administration, and back-office services for a broad array of retirement plans, including 401(k), profit-sharing, money purchase pension, defined benefit and deferred compensation plans, as well as ESOPs. No sales force to promote products; instead, our advisor partners manage their clients' plan assets directly, working with their preferred custodian.
Wilmington Trust Fiduciary Services Company (WTFSC) provides research and knowledge necessary to manage the investment portfolios for your retirement plan. Our collective investment trust portfolio program lets you benefit from our services as a corporate trustee-and our expertise in investment management. We act as a fiduciary by monitoring the financial advisers who oversee the collective investment trusts.
Institutional Account Services
WTRIS is a provider of choice for community foundations, family offices, Sovereign Indian Nations, and high-net-worth individuals. We aggregate data for your client's accounts and provide unified transmissions. Also, we provide unitization services for donor-advised funds, trusts, and other institutions, to associate assets across multiple investment accounts with specific sub-accounts.