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Trust Managment Services

Financial Services · San Jose, California
Website: trustmanagementservicesca.com

Trust Management Services (TMS) is California based company specializing in bringing professional, reliable and accurate heal ... th and welfare trust services to employers with funded health and welfare trusts. We serve a both small and large employer plans domestically and internationally. Our trustee services include banking access to trust related accounts, payment processing, and regular reporting of transactions. Additionally, we provide as needed, consultative support regarding health and welfare trusts, audit support for plan audits, and tax preparation for our trust clients. What sets TMS apart from other trustees is the personalized services for both small and large plans, as well as the ability to work in the best interests of the participants of the plans that we serve. In addition, TMS’ affiliation with Redwitz, Inc., a Certified Public Accounting Firm, provides greater depth and resources to assist with compliance requirements of health and welfare plans/trusts. read more

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