Retirement Services

Eastern Bank adds value as Plan Trustee

• Eliminates conflicts of interest
• Reduces the possibility of litigation under ERISA
• Your legal and financial partner to defend against litigation
• Broader distribution of fiduciary responsibility
• Eases participant employees' concerns
• Trustee role performed by an expert institution minimizes inadvertent rules violations
• Out source time consuming administrative functions
• Allows for limited scope audit, if applicable
• Drafting of Investment Policy Statement
• Full Fiduciary Reviews
• Monitoring of investment results