Comerica’s experienced planners work with the CDG staff and other CDG advisors to ensure that your retirement is financially sound.
Comerica’s areas of focus include sufficient cash flow, retirement plan attributes, taxation issues, and distribution options. They provide us with:
- Fiduciary Assistance: CDG works with Comerica to help maintain a trust in compliance with applicable ERISA guidelines. They provide us with timely and accurate accounting and reporting, including Form 5500 accounting statements, distribution services, termination services, and mandatory minimum required distribution services.
- Custodial Services: Comerica provides CDG with trade settlement, account reconciliation and statement generation services, as well as physical custody of assets in the trust.
Comerica is one of the leading institutional trust companies in the United States, managing over $100 billion in trust assets. Visit www.comerica.com to learn more.
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