Trust & Pension Services

CUSTODY & COLLATERAL SERVICES

Comprehensive solutions customized to meet your specific needs – and exacting standards

Our experienced trustee and custody professionals, many holding advanced degrees and industry certifications, are dedicated to providing services to the institutional segment. Our team applies its collective knowledge and years of experience to service our institutional clients’ accounts based on each institution’s distinct needs. We work closely with organizations to design a customized relationship that can integrate all trustee, custody, and trust benefit paying agency services across multiple accounts and investment pools.

1,800+ Custody clients served

$141.6B+ in assets under administration{{wt-d45*}}

120+ years of experience{{wt-d48*}}

Employee benefit custody services, integrated into a single offering

We collaborate with third-party administrators, legal counsel, auditors, investment managers, consultants, and other professionals for the safekeeping of client assets, including qualified and non-qualified plans in the institutional and government space. Our goal is for you to have one view into your banking, investment and custody accounts and deliver customized reporting.

Benefit payment processing
Asset safekeeping – marketable and non-marketable securities
Securities processing and settlement
Income collection
Proxy and corporate action processing
Cash management services
Provides access to online statements and download capabilities

Consolidated financial reporting
Navigation of ERISA regulatory requirements
Enhanced employee benefit reporting, including annual statement schedules to assist with Form 5500 preparation
Global securities processing*
Master trust accounting
Annual SSAE-16 report

Our wide range of services, combined with knowledge and personalized attention, means your organization can rely on Wilmington Trust for all your benefit trustee, custody, and benefit payment needs.

Your Trustee, Custody, and Paying Agent needs deserve a dedicated and experienced team

For timely, accurate, and responsive service for your trustee, custody, or paying agent needs, work with a team that has the experience and knowledge to take advantage of opportunities while avoiding regulatory risk.