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Directed Trustee Services

Customized Solutions for Your Firm

Allow yourself to focus on building relationships and generating new business. Equity Institutional can handle the day-to-day administrative details that affect your customers through our Directed Trustee Services.


Back-Office and Compliance Support is Our Specialty

As one of the largest providers of non-depository IRAs, Equity Institutional’s Directed Trustee Services (DTS) division specializes in the legal, regulatory, and administrative responsibilities associated with retirement plans. We manage the behind-the-scenes administrative duties, allowing you to focus on client-centered activities.

DTS is your one-stop solution for:

Back-office support for retirement plans and trust accounts

Compliance and trust services teams

E-model and account access (view your qualified retirement plan block of business online any time)

Educational support for your professional development


What We Offer

We know that service after the sale is critical to your success.

Our Directed Trustee Services clients are provided with the services to help you run a seamless and efficient back office, offering services that include real-time online monitoring of your accounts, access to the latest rules, regulations and IRS forms, and marketing collateral that can be customized with your company’s brand.

Equity Institutional, as Directed Trustee, carries out the administrative duties of the trust such as:

  • Tax reporting and withholding remittance
  • IRS-approved documents and compliance services
  • Approval of distributions to beneficiaries
  • Service and Support

Discover How We Can Help You

Request more information about Equity Institutional’s Directed Trustee Services.

We respect your privacy and will not use the information you provide for any other purpose.

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