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Trust Services
The MassMutual Trust Company, FSB
Rollover and Inherited IRA Trust Services
The MassMutual Trust Company provides IRA account administration through the use of an IRA Trust. The IRA Trust may provide for greater estate planning options and flexibility over a traditional custodial IRA account.

Services for rollover and inherited IRA accounts include:
Dedicated Trust Officer and Investment Officer
Standard IRA Trust agreement provided
Ability to administer attorney drafted IRA Trust agreements
Ability to administer customized attorney drafted IRA beneficiary designations
Ability to manage various IRA distribution options
Calculation of Required Minimum Distributions
IRA account distributions to client bank account
Tax reporting
Online account access through The MassMutual Trust Company’s secure password-protected Web site

To learn more about IRA Trust services and how the experienced group of trust professionals can help you and your attorney during the trust planning process, contact one of The MassMutual Trust Company Trust and Estate Consultant today.

The MassMutual Trust Company, FSB is a federal savings bank chartered by the Office of Thrift Supervision to provide discretionary and nondiscretionary trust and fiduciary services in all states. The Trust Company does not engage in banking activity (take deposits, make loans, give mortgages, etc.) and does not sell products. Our business activity is limited to providing trust and fiduciary services. The MassMutual Trust Company is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.
Trust Services
Agency Account
Agent for Trustee
Charitable Remainder Trust
Estate Settlement
Irrevocable Life Insurance Trust
Revocable Living Trust
Rollover and Inherited IRA
Special Needs Trust
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