Trust Services

Our Trust Division provides multiple fiduciary and investment services to both qualified and non-qualified retirement plans. We also offer a wide variety of related of simple and complex fiduciary services such as: personal trust, inheritance, investment management among other corporate services.

As a trust, we invest and manage trust assets, according to employee´s instructions or total discretion. We offer services related to the custody and distribution of the plan assets, assume responsibility for either all or parts, of the legal filings and reports to regulatory agencies, if agreed with the employer.

The plans we service are:

  • Defined benefit
  • Defined contribution
  • Unqualified funded and unfunded
  • Keogh
  • 1165(e) or 401(k)
     

In recent years, employees have become more interested in saving for their retirement. At the same time, employers have increasingly addressed their social responsibility to provide means for their employees to retire comfortably.


Popular Master Plan
The Popular Master Plan can be adopted by corporations, partnerships, sole proprietors and self-employed individuals as a Money Purchase Plan, a Profit Sharing Plan, an 1165(e) Cash or Deferred Arrangement, or a combination of all.  Learn more


Investments Services
The services we offer within our investment area range from assisting plan sponsors in the evaluation and selection of investment options for 401(k) plans, to full-service institutional investment consulting to defined benefit plans, foundations and endowments.


Defined-Contribution Plan Services
We assist the Plan Sponsor regarding which asset classes and styles to consider for their Plan’s investment options. Once the plan is in place, we monitor their investment options on a quarterly basis. These quarterly reports will include an economic commentary, a performance evaluation of each individual mutual fund, and notifications of downgraded funds with a list of possible substitution candidates.


Investment Management Consulting Group
These services are offered to clients who create or benefit from Defined Benefit Plans, Foundations and Endowments clients and include:

  • Analysis of Current Situation
  • Asset Allocation Studies
  • Creation of Investment Policy Statement
  • Assistance in Search and Selection of Investment Managers
  • Quarterly Reporting: Performance evaluation comparing results with peer managers and market indexes. Monitoring Asset Allocation
  • Client Education

 

For more information contact us at 787-754-4005

The investment products offered through Banco Popular's retirement plans are not FDIC insured. These products are not bank deposits, obligations of, nor guaranteed by Banco Popular de Puerto Rico. They are subject to market risks, including the loss of principal. Please request a prospectus and read it carefully before investing.