Carolina First Bank Trust Division
Through Carolina First Bank Trust Division and affiliations with select vendor partners we provide access to:
- Daily or periodic record keeping services
- Prototype or customer designed plan documents
- Employee enrollment and communication services
- Benefit distributions; withholding; and tax form preparation
- Discrimination Testing
- Unique Investment Options
- Carolina Compass Portfolios
- Asset Allocation Model Portfolios
- Various Mutual Fund families
- Individual asset managers
- Full custody and accounting
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