Chris Obst, Principal
1616 North Litchfield Road
Suite 240
Goodyear, AZ 85395

Toll Free: 877.736.6767
Local: 623.536.6767
Fax: 623.536.6768
Email: Chris@TrustedPension.com

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Plan Investments

We provide the appropriate level of accounting needed to correctly report the plan assets (Trust). Some investments require tracking of the different sources of contributions to the plan. Based on your desires & necessities, the Plan Trust can be invested in:
  • Retirement plan products available through Mutual Fund and Insurance Companies.
  • A single, pooled account directed by the Plan Trustee(s) for the benefit of the employees. 
  •  Self Directed Brokerage accounts for each employee.