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To help you become more competitive, Bryn Mawr Trust offers employee benefit programs and services that make it easier to attract and retain high quality employees. Designed for the special requirements of businesses and nonprofit organizations, these programs offer ease of administration, diverse investment options, and highest level of personalized services.
Retirement Programs:
Retirement Services:
 | Investments |
| Record Keeping / Administration |
| Plan Valuations (Daily, Quarterly, Semi-Annual, or Annual) |
| Participant Statements & Employer Reports |
| ERISA Compliance & Reporting |
| Plan Documents & Summary Plan Descriptions
(Prototypes or Individually Designed) |
| Employee Communications |
| Assistance with DOL & IRS Audits |
| Tax Reporting (IRS Forms 5500, 1099-R, 5498 and all related schedules) |
| Plan Terminations & Mergers |
| Custody |
| Trustee |
| Consulting |
To help plan for your financial lifetime complete
our retirement planning questionnaire. This questionnaire is designed to help you create an
investment program that you can call your very own.
For more information contact Gil Mateer, President, Retirement Services Group, at 610-581-4728 or gmateer@bmtc.com.
Investment products offered (1) are not deposits of or guaranteed by Bryn Mawr Trust Company, (2) are not FDIC insured, and (3) involve investment risk, including possible loss of principal.
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Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
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