Investment Management

Designing your personalized investment management strategy

MassMutual Trust Company can design and execute your personalized investment strategy. We can help you prepare for the future while also helping you plan for today's needs.

With MassMutual Trust, you'll have access to a team of seasoned trust and investment professionals who are deeply committed to your success, and who have a fiduciary responsibility to act in your best interest.

You may have inherited an IRA and are unsure how to handle this account. MassMutual Trust can help you set up a trusteed IRA in order to preserve the account value and minimize taxes.

In addition, our investment sub-advisors are among the most experienced and well-respected firms in the industry.

Account management and distribution - taking care of the day-to-day tasks for you

MassMutual Trust can also help you with the day-to-day management of your accounts, including fund distribution and bill payment service.

With bill payment service, MassMutual Trust can pay bills directly out of your account for you. For instance, if you wish to travel extensively, this service helps take away the stress and time commitment that comes with managing monthly bills. In addition, if you set up this service now, should you become incapacitated in the future, your bills will still be paid.

Additional services include:

  • Collecting, distributing, and managing assets
  • Ongoing monitoring of accounts to provide liquidity for both anticipated and unscheduled disbursements
  • Timely direct deposits and wires into local bank accounts
  • Access to secured lending solutions

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Highly experienced investment sub-advisors

In our ongoing efforts to provide our clients with quality investment management services, we work with investment sub-advisors who are among the highest caliber and most well-known firms in the industry. The best of breed investment sub-advisors we work with are: Mainstreet Advisors, Welch and Forbes, Lee Munder Capital Group, OBS Financial Services, Inc. and Roosevelt Investments.

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Services for rollover and inherited IRA accounts

When you inherit an IRA, or an employee-sponsored retirement plan, from someone other than your spouse, you can rollover the inherited account into a trusteed IRA.

Services for rollover and inherited IRA accounts include:

  • Dedicated Trust Officer and Investment Officer
  • Calculation of required minimum distributions
  • IRA account distributions to client bank account
  • Tax reporting
  • Online account access through MassMutual Trust's secure website

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