Retirement, Pension, Trust Fund Solutions

The OTTO Team provides complete solutions for pension fund set-up, administration, and on-going management.

We are your one-stop solution for operating a Pension / Trust Fund prudently, efficiently, and effectively.

Pension Fund Design, Administration, Management

  • Plan Design (Insured or ASO)
  • Develop and Implement Governance and Protocol Guidelines
  • Receive and Track Contributions
  • Process Claims and Record Keeping
  • Collect Dues
  • Attend Plan Sponsor and Membership Meetings
  • Co-Ordinate Audits, Regulatory Filings
  • Member Communications – Authorship, Design, Distribution
  • Support Plan Sponsors in Fulfilling Their legal and Fiduciary Responsibilities
  • Pension Valuation

Get excellent and simple insurance coverage that protects you and your family.

An email or a phone call is a great place to start.

We look forward to hearing from you.

T: +1 888 404 4620
Free Consultation

Schedule a call with an OTTO Insurance Professional.

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