Partners
Bell Rock Capital
Mid Atlantic Trust Company
Bell Rock Capital
Bell Rock has a Professional Plan Consultant™ and AIFA® designation on our team to help you as a fiduciary. Many of the actions involved in operating a Plan make the person or entity performing them a fiduciary. Fiduciary status is based on the functions performed for the plan, not just a person’s title. Fiduciaries have important respon
Bell Rock has a Professional Plan Consultant™ and AIFA® designation on our team to help you as a fiduciary. Many of the actions involved in operating a Plan make the person or entity performing them a fiduciary. Fiduciary status is based on the functions performed for the plan, not just a person’s title. Fiduciaries have important responsibilities and are subject to standards of conduct because they act on behalf of participants in a retirement plan and their beneficiaries.
Fiduciary Wise
Mid Atlantic Trust Company
Bell Rock Capital
We are 401(k), and ERISA 403(b), "CEOs". Employers typically hire a CEO to handle their Company's day-to-day affairs. Employer/Plan Sponsors, given the facts, typically want someone to do the same thing for them within the confines of their retirement Plan. Employers now have much less fiduciary risk. Plan participants now receive the be
We are 401(k), and ERISA 403(b), "CEOs". Employers typically hire a CEO to handle their Company's day-to-day affairs. Employer/Plan Sponsors, given the facts, typically want someone to do the same thing for them within the confines of their retirement Plan. Employers now have much less fiduciary risk. Plan participants now receive the benefit of daily professional oversight; many times at a lesser cost.
Mid Atlantic Trust Company
Mid Atlantic Trust Company
Mid Atlantic Trust Company
Mid Atlantic Capital Group is a leading financial services organization that provides a wide array of brokerage, advisory, and trust services to a diverse national client base of financial advisors and institutions, asset managers, and benefits administrators through its various subsidiary companies.