Trust Services

Trust Services

Welcome to Banco Popular de Puerto Rico´s Trust Division. For over 40 years, the Trust division at Banco Popular has provided multiple fiduciary and investment services to both qualified and non-qualified retirement plans. We also offer a wide variety of related of simple and complex fiduciary services such as: personal trust, inheritance, investment management among other corporate services.

As a trust, we invest and manage trust assets, according to employee´s instructions or total discretion. We offer services related to the custody and distribution of the plan assets, assume responsibility for either all or parts, of the legal filings and reports to regulatory agencies, if agreed with the employer. The plans we service are:

  • Defined benefit
  • Defined contribution
  • Unqualified funded and unfunded
  • Keogh
  • 1165(e) or 401(k)

THE INVESTMENT PRODUCTS OFFERED THROUGH BANCO POPULAR´S RETIREMENT PLANS ARE NOT FDIC INSURED. THESE PRODUCTS ARE NOT BANK DEPOSITS, OBLIGATIONS OF, NOR GUARANTEED BY BANCO POPULAR DE PUERTO RICO. THEY ARE SUBJECT TO MARKET RISKS, INCLUDING THE LOSS OF PRINCIPAL. PLEASE REQUEST A PROSPECTUS AND READ IT CAREFULLY BEFORE INVESTING.