Free and open company data on Arizona (US) company MATRIX TRUST COMPANY (company number F19769536), 8825 N 23RD AVE STE 100, PHOENIX, Maricopa, AZ, 85021, See Also: Databases Preview / Show details. Locations. H2TH2P0P3140R H2TH2P0P3727RF DRESHER, Pa., April 30, 2014 /PRNewswire/ -- Risk Compliance Performance Solutions LLC (RCP) has been selected by Matrix Financial Solutions, Inc., a Broadridge Financial Solutions, Inc. company, as its preferred provider of uncashed check mitigation services for its qualified retirement plan clients, including 403(b) plans. /Tx BMC 855 414 0002 (US/Canada) 1800 784 326 (Australia) 00308 133 050 (S Korea) Email. hWmo6+bNJE4f4Cq0AX,~wHH>'qF0pQ0J"Y"R\-o@"0c3&rb"%wr"5GH8$*xs{z`B3MViE/ ;>9HOyZfT1"EX#&nj)+nEYHiCW4CN4^NMNz[IeQsN:M6YI%[9K6e|^YYm. Copyright 2022 Asset International, Inc. All Rights Reserved. endstream endobj 419 0 obj <>/Subtype/Form/Type/XObject>>stream More information is available by contacting Matrix Trust Client Services at 877-610-3822. EMC endstream endobj 411 0 obj <>/Subtype/Form/Type/XObject>>stream Matrix Trust Co. Contact information for specific services can be found on the phone number or email address contact page. %JQVznl]%^. Overnight Delivery: JPMorgan Chase Lockbox Processing Attn: Matrix Trust (DEN) Lockbox 3595 4 Chase Metrotech Center 7th Floor East. The account that we hold for you was established with a rollover contribution from a 401 (k) or other retirement account that you were enrolled in previously. endstream endobj 319 0 obj <>stream RolloverChoice is a retirement solution offered through Matrix Trust Company that was created specifically for Voluntary IRA Accounts and Safe Harbor IRA clients who wish to rollover their assets to an IRA with diversified investment options. CITY . Environmental, Social and Governance (ESG), HVAC (Heating, Ventilation and Air-Conditioning), Machine Tools, Metalworking and Metallurgy, Aboriginal, First Nations & Native American, http://photos.prnewswire.com/prnh/20130926/PH87545LOGO, http://photos.prnewswire.com/prnh/20140429/82115. 0{^3bD'+>tQxX ! H23754VH2P0P354RF 0 g E\i@aw.=S6H Igu /Tx BMC endstream endobj startxref s$!i [' |4Dj+zsSj&^``%C$$g+?cT'gtzD|{gH=:aX/!&/Gb*:) m-.? Broadridge's investor communications, securities processing and business process outsourcing solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. EMC endstream endobj 412 0 obj <>/Subtype/Form/Type/XObject>>stream endstream endobj 408 0 obj <>/ProcSet[/PDF]>>>>stream Examples of the excluded account types are 403(b) accounts including 403(b)(9), IRAs, 457(b) Tax Exempt and other Non-Qualified Deferred Compensation plans, and Group Trusts. h[]7+c/8/Ynx ySraE|b\NSPabI4:T:%M9>9QHQ B'yFt1Q8$?Ip%F$ 'sO+yD~v()L'+4 sQa/hGW+f$|QHhY`ApS G(2W)P!08oW3LP -LH&a6Ddb2EQh:ib#.f*e%pr4S3BV8DLpr6S3Lqf**DS|LjB,n1o1feE J,`WhR"\v@xEdPfo_r(H?c#L }/p#)XgMd^I&0#hi-p2&MT*d3%m%B^0(NE4H`/Sb2@LAY,OeF2F0>{Tdal F F8-8Fg+JEAl;b E\i@aw.=S6H J} endstream endobj 409 0 obj <>/Subtype/Form/Type/XObject>>stream endstream endobj 405 0 obj <>/Subtype/Form/Type/XObject>>stream If the total interest rate amount paid to Matrix Trust by JPMorgan were to increase, the servicing fee would likewise increase per the rate table. endstream endobj 407 0 obj <>/Subtype/Form/Type/XObject>>stream Make Reservations. Claim this business More Info Gallery Reviews Hours Regular Hours Extra Phones TollFree: (888) 218-3852 Services/Products, See Also: Phone Number Preview / Show details. 480 0 obj <>/Filter/FlateDecode/ID[<42EF829FF239724F91319E78F9B52A4A>]/Index[397 142]/Info 396 0 R/Length 197/Prev 192696/Root 398 0 R/Size 539/Type/XRef/W[1 3 1]>>stream Matrix Trust Company principal address is 2800 N Central Ave Ste 900 Phoenix, Az 85004. Company number assigned to this company is F19769536. %PDF-1.6 % h-@I$X(Cp9P ` EMC Webcontactus.com, Mauritius Telecom Directory Telephone Numbers, Mobile Number Tracker Live Location On Map, Mobile Number Tracker With Current Location. R[)d%_d(j&X|"(9(%eC=kD5"W)u d)[IUt8!,(l2r2 %6JBG6ARJT1K=YOwfZs_! endstream endobj 410 0 obj <>/Subtype/Form/Type/XObject>>stream A servicing fee for certain services provided, such as processing transactions and reconciling aggregate account activity, is payable from JPMorgan to Matrix Trust in connection with the Retirement Cash Account and its accountholders.4, View The ResourcePDF(Opens in new window) 488KB. No Reproduction Without Prior Authorizations. MG Trust Company, LLC provides trust, custody, and cash agent services for over 86,000 accounts; 46,000 qualified plan accounts, as well as over 39,000 individual 403(b), IRA and other wealth management accounts, with assets of over $43 billion. *%W4voFB x1 BA*N$7Jh]q0O-ZA/lR( 2BAPkeuPoX cBp5k}S$*dz*`Q-L(YoQ?@sk Broadridge, a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. EMC 2 Retirement Cash Account Stated Interest Rate. Matrix serves more than 300 financial institutions with over $220 billion in customer assets processed through its trading platform. endstream endobj 416 0 obj <>/Subtype/Form/Type/XObject>>stream A Business Day is defined as any Monday through Friday that is not a Federal Reserve Bank or New York Stock Exchange holiday. E\i@aw.=S6H The rate of return may vary with market conditions and is subject to adjustment periodically by Matrix Trust Company. /Helv 15.1476 Tf 0 g h241P0Pw/+QL)60)iC &!lcedb-At~HeA~@bzj@ Other than the applicable fees charged on plan custody accounts, there will be no charges, fees, or commissions imposed on the account for the inclusion of the Retirement Cash Account in the plan menu. Login, HOME PHONE NUMBER ( ) BUSINESS PHONE NUMBER ( ) ADDRESS . @T:r TQ3Ckd"Y.Z;\\pE_ ? Matrix Trust Company provides automated trust, custody and agent services for Qualified and Non-Qualified Retirement Plans. STATE : ZIP CODE . Matrix Trust Company Service Agreements Matrix Trust Company FAQ Broadridge, a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. RCP Solutions' Retirement Plan Management Services Division is a leader in ERISA Plan compliance and termination advisory services. /Tx BMC endstream endobj 401 0 obj <>/Subtype/Form/Type/XObject>>stream ( ) Tj b~b:G1AsEP&alo; r=p>VZo EfbO1~gcAY;01Xc9oX_w V9= ]UY,OAQ[Wy~>;W}!_{w}}e7nYJjp\lbO\bO7w}hk|m g)Mu.+*?lmn,7ovWU @V` ? Want to speak with a sales representative?
E\i\z EMC /Tx BMC We will contact you soon. /Helv 13.008 Tf Tickets. Therefore, defendants are liable to the non-ERISA class for all harm that they have suffered as a result of defendants breaches, the plaintiffs say. endstream endobj 417 0 obj <>/Subtype/Form/Type/XObject>>stream In a statement to PLANADVISER, Matrix Trust Co. says: Matrix Trust and its affiliates have provided technology-based solutions to the bank trust and retirement industry with the highest integrity for over 20 years. Expert solutions for financial services for over five decades, Streamline shareholder communications and management, Improve the member and patient experience across the wellness journey, Attract, engage and retain customers by creating dynamic experiences, Deliver exceptional experiences across communication channels, Transform your business with communications, technology, data and analytics solutions, Providing you with actionable insight and proven execution, Matrix Trusts servicing fee is 0.23% (23 bps). (Employees and Sales figures are modelled).
The Retirement Cash Account servicing fee is adjusted periodically and is derived from the total interest rate amount paid to Matrix Trust by JPMorgan and the Retirement Cash Account stated interest rate. If the total interest rate amount paid to Matrix Trust by JPMorgan were to decrease, the servicing fee would decrease per the rate table. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of todays challenges to capitalize on whats next. JPMorgan is a national bank chartered under the laws of the United States of America.Matrix Trust is a Colorado State chartered non-depository trust company and a wholly owned subsidiary of Broadridge Financial Solutions, Inc. (Broadridge). With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America, and processes more than $5 trillion in fixed income and equity trades per day. HD 0C"DiL @/*{p& Companies collaborate to offer comprehensive services to locate and communicate with stale, dated or missing check holders and reunite them with their assets. (303) 658-3000 Website. Email. MBA Engineering alleges Matrix Trust Co., a subsidiary of Broadridge Financial Solutions, unlawfully retained potentially hundreds of millions of dollars in 12b-1 fees, non-float cash interest and float cash interest from more than 60,0000 customers through nondisclosure and concealment. If your account was transferred to RolloverChoice by another IRA program, know that your initial. ", "We are pleased to work with RCP to provide our clients a comprehensive solution to a growing problem," said Suzanne Walters, Senior Vice President of MG Trust. l2Ks f One of our sales representatives will email you about your submission. h\A0P{iI I4"x}"L2`e))i9m}O! 6; Our representatives and specialists are ready with the solutions you need to advance your business. 1 Cash in the Retirement Cash Account is held at JPMorgan. 2 4.954 Td Company number assigned to this company is F19769536. l2Ks You can find this business by geo coordinates: 33 28' 43.8" N , 112 4' 27.3" W. See Also: Business Preview / Show details. H "L@M@H%),|oppBE. Were here to help. 100 Phone:918 838 8822 Phone:866 367 6879 Move to a higher standardSM Great Place to Work Great Place to Work is the global authority on high-trust, high-performance workplace cultures. endstream endobj 317 0 obj <>stream If the total interest rate amount paid to Matrix Trust by JPMorgan were to increase, the servicing fee would likewise increase per the rate table. 538 0 obj <>stream Matrix Trust Co. is facing a 401(k) class action lawsuit from a Minnesota engineering firm that alleges the company took millions of dollars from retirement plan accounts. l2Ks endstream endobj 418 0 obj <>/Subtype/Form/Type/XObject>>stream h9BUX%j6Y%3evg?fYC-11iIk41iSR)$SS!XCZ3e h}p$h;~?k?<. 4 "E@Y7 +Jh(HP TioUe&L+a^Lg^iF Z 8L;ibWw_Og[skGc{KCmUM}e]uyEQNYIa^izqfAv~nFVjJZBrLd|lb( 7opP c\TtDhXx';+303x30"p'008@ E0G Reviews.
2022 Broadridge Financial Solutions, Inc. , Consumer Preference and Profile Management, Global Tax Reclaim and State Tax Reporting, Managed Services, Hosting and Integration, Performance Dashboards and Operational Reports, Retirement Cash Account Stated Interest Rate. /Tx BMC See Also: Contact Support Preview / Show details. Matrix, including its subsidiary MG Trust Company, LLC, is a leading provider of products and services to the financial services industry, including mutual fund trade processing, trust, custody and disbursement services. As a fiduciary to the plan, the plaintiffs say, Matrix Trust Co. had an obligation to disclose its right to receive fees and interest as compensation and the amount that [it] would retain on a consistent periodic basis. By failing to disclose these funds, the defendants caused the loss of millions of dollars, the plaintiffs continue. H237402VH2P0P34R About BroadridgeBroadridge Financial Solutions, Inc. (NYSE: BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally. hb```b``^ B@1y, >2A!aQqS:{:c&N4!1)>;2!9/-+57#;? 80j sDN QGEGK@r$Od` d@VP$d5C"CI tN d +@R g9s1sq\y5L7p.#uL @X`g3] The lawsuit says the defendants did not disclose that they were retaining non-float and float cash interest and 12(b)-1 fees retirement plan accounts were earning. EMC H2TH2P0P34R "By creating seamless, integrated solutions, RCP and MG Trust will streamline participant location and outreach processes, confirm ownership and re-issue checks on a regular basis to address these ongoing issues, while reducing the administrative burden to the plan sponsor of meeting these obligations. PHONE +44 (0) 1483 574900 EMAIL [emailprotected] Email Us FACEBOOK FIND US @thematrixtrust TWITTER TWEET US @thematrixtrust INSTAGRAM FOLLOW US @thematrixtrust Matrix offer a number of ways to support our young people, both individually and in groups, which means that everyone can get access to a Youth Worker should they need it. From the JPMorgan DDAs interest rate payment, Matrix Trust calculates both the Retirement Cash Account stated interest rate and the servicing fee in accordance with an established rate table.
If the total interest rate amount paid to Matrix Trust by JPMorgan were to decrease, the servicing fee would decrease per the rate table. The plaintiffs further allege the defendants knew they were keeping fees and interest generated by non-ERISA classes, yet never attempted to notify the class, and, as a result, caused harm by losing the funds and earnings that would have been generated. E\i\z Matrix Trust calculates the stated interest rate paid to participants on funds deposited into the Retirement Cash Account in accordance with an established rate table. H2TH2P0P34R We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of todays challenges to capitalize on whats next. E\i\z The current Retirement Cash Account interest rate will be disclosed on the Matrix Trust website and will change in accordance with the rate table described below without notice. One of our sales representatives will contact you soon. See Also: Matrix trust customer service Preview / Show details, Matrix Trust Co Matrix Trust Co (888) 947-3472 717 17 th St., S uite 1300 Denver, CO 80202 Map & Directions Banks Be the first to review! Broadridge, a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Company Description: Matrix Trust Company is located in Phoenix, AZ, United States and is part of the Activities Related to Credit Intermediation Industry. For additional information regarding FDIC insurance, please visit www.fdic.gov or call 1-877-ASK-FDIC. 0JpBbl8ZDk^L%96||#}L%n3*wO?xW^w hme| j It is a women-owned business and the executive team has more than 100 years of combined experience in a variety of industries and disciplines bringing a wealth of knowledge, excellence and innovation to all of its services. With over 50 years of trust experience on our management team, our roots are planted firmly in the financial services market. 397 0 obj <> endobj Customize this page. hTN1_e%!$"+E7jwSfI)Ud4id"4T&LQ;Nz'}H};TV+-7iQ?GkWai|Vi!D42%V4"St1dKMrV;*8P
918 838 8822. Accused of Being Deceptive About Fees, Despite COVID-19, Asset and Wealth Management Deals Surge, ERISA Complaint Alleges $751K Retirement Account Thievery, A Reminder to Avoid Fraudulent Hardship Withdrawals, 2022 PRACTICE PROGRESS Webinar Series: The Latest on Managed Accounts, Resignation Stress Squeezes Governmental Employers, Too, DOLs ERISA Lawsuit Targets MEP Administrator, Hub International Announces Benefits SmartView Platform, An SEC Update: Marketing Rule Implementation and Reg BI Enforcement, Judge Moves Forward Claims in Lawsuit Against Schneider Electric. For more information, please visit www.rcp-solutions.com. About Matrix Financial SolutionsMatrix Financial Solutions, Inc., a subsidiary of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen retirement products and services for third party administrators, financial advisors, banks and other financial professionals. endstream endobj 398 0 obj <>/Metadata 78 0 R/Pages 395 0 R/StructTreeRoot 120 0 R/Type/Catalog>> endobj 399 0 obj <>/MediaBox[0 0 612 792]/Parent 395 0 R/Resources<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/StructParents 0/Tabs/R/Type/Page>> endobj 400 0 obj <>/Subtype/Form/Type/XObject>>stream %PDF-1.6 % NR3{Cq;S/1+59[}s;k\#w /7r /78g-KO?p/fD[5eXPf8!k,Rvv01.&~?&9-F[M&hK11tT[#nhs^=}0D;O1}vph7aL,D%@Gnn]MKPM~tTMT-T1{Z-ktuZz[?Pz}&q88;q }qtEDk-wP9)gV OG'%(^Mh@N-Mx4xRDOttqo{J]x7S8^#6DBNkd ]t]cx: Matrix Trust Company is a Colorado state-chartered trust company. The lawsuit states that the defendants key wrongdoings began when they did not disclose that customers assets were earning non-float and float cash interest, whether they were earning 12(b)-1 fees and by how much, and that defendants retained that money as compensation.
endstream endobj 403 0 obj <>/Subtype/Form/Type/XObject>>stream BT Matrix vehemently rejects these baseless and unsubstantiated allegations made by MBA Engineering. HDA 742 0 obj <>stream See all. endstream endobj 316 0 obj <>stream Driven by state-of-the-art technology solutions, RCP integrates the many facets of business, risk, compliance and management to achieve the best results for clients. (-O|g|gOO~0yrXGpIRi]Po.&uWM}^llkm8^]_w>7o.~R_+)lrzu{/=|# Matrix Trust Company entity tipe is Business. endstream endobj 413 0 obj <>/Subtype/Form/Type/XObject>>stream This is subject to change and may not include all excluded account types. Why do I have an IRA at Matrix Trust Company? "We are delighted that Matrix and MG Trust have selected us for the job of helping their clients manage their responsibilities when it comes to uncashed benefit checks," said Mark Sweatman, President of RCP Solutions' Retirement Plan Management Services division. NDFr 4[? 6. Logo- http://photos.prnewswire.com/prnh/20130926/PH87545LOGOLogo- http://photos.prnewswire.com/prnh/20140429/82115, Cision Distribution 888-776-0942 endstream endobj 414 0 obj <>/Subtype/Form/Type/XObject>>stream 3 The Retirement Cash Account is available to 401(a) Governmental or non-Governmental (ERISA) plans, such as Defined Contribution 401(k) plans, and 457(b) Governmental plans. Whether you have questions about your new EHR, EHR implementation, or are interested learning more about our software solutions, please select from the options below to get in touch and we will promptly respond to your request. endstream endobj 406 0 obj <>/Subtype/Form/Type/XObject>>stream endstream endobj 420 0 obj <>/Subtype/Form/Type/XObject>>stream A servicing fee for certain services provided by Matrix Trust, such as sub-accounting, support, processing transactions and reconciling aggregate account activity, is payable in connection with the Retirement Cash Account and its accountholders, and would represent indirect compensation for purposes of Section 408(b)(2) of ERISA.JPMorgan makes an interest rate payment to the demand deposit account (DDA). }tiS`Oi^m_}np[,WYqM/ea>]=Y'{vwS5M 9Uf$aRI+V1"Vt>HSA-Il%7e'~~.Qv=Vy~w##V>%W[8#"j q%9"L,;hh(V?,nCQ6VBx=Ok@\l!l};v-#|&k:SOC6z0%,^i[48W= 3'U 8`C _!0{46? HDQ Please contact Matrix Trust Client Services at 877-610-3822 to inquire about specific plan types eligibility. endstream endobj 315 0 obj <>stream Drive profitability with automated revenue and expense management, Enhance and simplify portfolio management, Simplify regulatory and compliance reporting, Maximize participant and plan sponsor engagement, Manage risk and optimize operational efficiency, Adapt to growing investment complexity and regulatory burden, Support operational control and scalability, Optimize operating model with financial services business process outsourcing, Streamline trade support, governance and compliance services, Enhance accuracy and visibility across the entire data life cycle, Reach customers across print and digital channels, Measure the impact of your communications, Deliver relevant, personalized digital and print communications, Gain a single view of customer identities and preferences, Transform your print and digital communications, Tackle your Reg BI obligations with confidence, Enhance the client experience with dynamic advisor tools, Advance control, risk and support services, Optimize your operating model with business process outsourcing, Empower your transformation with confidence, Streamline communications to drive down cost, Streamline disclosure and stay in compliance, Maximize ESG impact and bolster long-term sustainability, Increase efficiencies in managing cash and risk, Streamline proxy and annual meeting services for your clients, Take companies public with single-source simplicity, Simplify capital markets and annual compliance disclosure, Enhanced shareholder engagement for alternative investments, Enhance marketing and sales, empower agents and brokers, and engage members, Onboard members with personalized documents and experiences, including ID cards and welcome kits, Make an impact with your correspondence, statements, bills and wellness programs, Optimize and customize patient communications, including statements, Explanation of Payment (EOP) and claims, For Fund Administrators and Prime Brokers, Compliance and Regulatory Accounting Process Outsourcing, Composition and Publishing for Legal Documents, Data Control Business Process Outsourcing, Expense Management business process outsourcing, FIX Technology and Client Connectivity Services, Notice and Access & Inventory Management and Fulfillment, Post Trade Processing Business Process Outsourcing, Post Trade Processing Business Process Outsourcing for EMEA and APAC, Reference Data Business Process Outsourcing, Regulatory Trade and Transaction Reporting, Revport custodian bank billing management, Communications and Customer Experience Consulting, Environmental, Social and Governance (ESG), www.broadridge.com/resource/matrix-trust-company, Interest payments are calculated using the average daily balance and credited to the Retirement Cash Account on the first business day of the following month, Contact Matrix Client Services at 877-610-3822.