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