Corporate Trust
For many years, Palmetto Trust and Investment Group has served as trustee or agent for Pension Plans and Profit Sharing
Plans. We offer a standardize plan document, which has been approved by the Internal Revenue Service.
We offer a number of investment alternatives including no-load stock and bond funds as well as
individual portfolio management service.
We prepare year-end allocations and are available to meet not only with company officers, but with
all the employees who are participants in the plan.
Our goal is to apply Trust Services to your company's specific requirements in a way that will provide
efficient trust management and sound investment return.