February 28, 2015 8:26 AM ET

Capital Markets

Company Overview of Wilmington Trust Retirement and Institutional Services Company

Company Overview

Wilmington Trust Retirement and Institutional Services Company, a trust company, provides trustee, trust administration, and back-office services for retirement plans, companies, foundations, organizations, and financial institutions in the United States. The company provides personal trust, retirement plan, and institutional account services for brokers, registered investment advisors, investment managers, financial planners, third-party administrators, and financial management firms. It also provides trust administration services for defined contribution, defined benefit, and non-qualified retirement plans, including 401(k), money purchase, profit-sharing, 457, 403(b), ESOP/KSOP, Taft-Hart...

2800 North Central Avenue

Suite 900

Phoenix, AZ 85004

United States

Founded in 1900





Key Executives for Wilmington Trust Retirement and Institutional Services Company

Chairman and Chief Executive Officer
Age: 64
Vice President and Controller
Chief Operating Officer
President of American Stock Transfer & Trust Company
Age: 71
Compensation as of Fiscal Year 2014.

Wilmington Trust Retirement and Institutional Services Company Key Developments

Wilmington Trust and BlackRock Partner to Deliver Institutional-Quality Retirement Funds for Retirement Plans of All Sizes

As part of a new partnership to deliver institutional-quality retirement funds for retirement plans of all sizes, Wilmington Trust will offer a suite of collective investment funds that invest in ten index funds and ten LifePath(R) target date funds managed by BlackRock Institutional Trust Company, N.A. The funds combine institutional investment management by BlackRock with pricing designed to be attractive to plan sponsors of all sizes, including the $50 million and under market segment. The funds are offered by Wilmington Trust Retirement and Institutional Services Company (WTRIS) and invest in collective investment funds managed by BlackRock. The funds are available in multiple fee classes across 17 platforms, including some that provide registered investment advisor payment options. The family of funds utilizes BlackRock's LifePath series of target date funds, which are comprised of several of the firm's Index Portfolios, to provide access to the industry's most time-tested target date fund glidepath. BlackRock's unparalleled experience in managing target date funds across multiple market cycles gives plan sponsors a powerful solution to meet their plan requirements.

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Recent Private Companies Transactions

January 21, 2015
Wilmington Trust Retirement and Institutional Services Company, Trade Processing Business

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