TI-TRUST, Inc. is a Leading Provider of 401(k) Plans

Government rules and regulations for 401(k) plans are complex and change often. Compliance can be daunting, and one misstep can lead to devastating consequences. That is why clients rely on us as a trustee and advisor.

As a trustee, TI-TRUST communicates, educates, and advocates for trust beneficiaries. With our experienced and knowledgeable team, we administer retirement plans and stay informed about regulations to ensure compliance and protect benefits.

What is a 401(k)?

A 401(k) plan is a qualified defined contribution plan that permits employees to set aside tax-deferred funds each pay period. A 401(k) plan's flexibility makes it the most popular employee choice for retirement savings.

Our Services

TI-TRUST tailors plan services to meet client needs, including:

  • Consulting and plan design services
  • Assistance in selecting the service provider
  • Plan implementation
  • Annual fee benchmarking
  • Employee communication tools
  • Coordination with former providers to ensure a smooth transition between plans
  • Compliance assistance
  • Assistance in developing an investment policy statement
  • Quarterly investment monitoring
  • Assistance with selection of 401(k) fund lineup

With access to multiple investment platforms and the ability to hold publicly traded and privately held company stock, we serve a wide range of clients, from startups to multi-million dollar 401(k) plans. Clients rely on our expertise for advice on retirement plan issues and strategies.

We serve companies in two ways:

  • Trustee - While providing custodial and fiduciary oversight, we carry out plan and participant decisions related to safekeeping assets, participant distributions, or plan-level reporting and information.
  • Consultant - We design a program that provides plan participants with a customized plan for retirement security and consult with investment committees on fiduciary best practices. We can reduce your fiduciary liability by serving as a 3(21) or 3(38) fiduciary for your plan. Additionally, we provide the latest regulatory information and analysis.

Talk to us today about helping your employees retire securely.

Retirement Plans

Key Contacts

Ashley Melton - Sr. Vice President
Ashley Melton
Senior Vice President
Philadelphia, PA Office
Retirement Plans
401(k), 403(b), Nonqualified Plans
Ashley Melton has spent three decades working in the financial services and investment sectors in Philadelphia, New York, Chicago, and Wilmington. Prior to joining TI-TRUST, she spent 18 years in a senior role working with financial institutional and high net worth clients. Ashley has extensive knowledge in regards to ERISA and Non-ERISA Retirement Plans along with Stock Based Equity Plans. During her professional tenure, Ashley has held Series 6, 63, 65, and 26 designations complimented by Accident, Disability, Life, Health, Property, and Casualty Producer licenses. She studied Fine Arts and Business at the undergraduate and graduate levels at both Public and Private Institutions of Higher Learning. Ashley has been with TI-TRUST since 2006.
Blake Mock
Blake Mock, AIF®
Vice President, Investment Management
Quincy, IL Office
Retirement Plans
401(k), 403(b), Nonqualified Plans
Blake’s expertise is in ERISA qualified plans including 401(k) plans and non-qualified plans. Blake gained this expertise through working for MetLife Financial Services and eventually running an Independent Financial Services firm. Blake is a graduate of Quincy University with a BS in Management. He earned the Accredited Investment Fiduciary designation from the Center for Executive Education at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. Blake has been with TI-TRUST since 2006 and currently services numerous employee benefit plans nationwide assisting them with 404(c) compliance, Investment Policy, Section 408(b)2, valuation of closely held stock and  plan design.