PLANSPONSOR - December/January 2020 - 37

Our
Our
Our
EXPERIENCE
means you'll have a better one.
means you'll have a better one.
means you'll have a better one.
Announcing a new relationship
between Wilmington Trust and
Foundational Retirement Solutions.
ROB BARNETT
rbarnett@wilmingtontrust.com
360.904.6945
ROB BARNETT
rbarnett@wilmingtontrust.com
360.904.6945
ROB BARNETT
rbarnett@wilmingtontrust.com
360.904.6945
Announcing a new relationship
between Wilmington Trust and
Foundational Retirement Solutions.
Announcing a new relationship
between Wilmington Trust and
Foundational Retirement Solutions.
VAL FERRARA
VAL FERRARA
vferrara@wilmingtontrust.com
212.326.9662
VAL FERRARA
vferrara@wilmingtontrust.com
212.326.9662
vferrara@wilmingtontrust.com
212.326.9662
Our focus is on working together with all interested parties including
plan sponsors, advisors, aggregators, and asset managers. This uniquely
positions us to build eff ective relationships and deliver operational effi ciency.
We are excited to work with Foundational Retirement Solutions to bring new
collective investment trust strategies to retirement plan sponsors.
To learn more about Wilmington Trust's services and how collective
investment trusts may be a viable investment tool for you and your clients,
contact one of our experienced professionals or visit wilmingtontrust.com/
retirementservices.
Our focus is on working together with all interested parties including
plan sponsors, advisors, aggregators, and asset managers. This uniquely
positions us to build eff ective relationships and deliver operational effi ciency.
We are excited to work with Foundational Retirement Solutions to bring new
collective investment trust strategies to retirement plan sponsors.
To learn more about Wilmington Trust's services and how collective
investment trusts may be a viable investment tool for you and your clients,
contact one of our experienced professionals or visit wilmingtontrust.com/
retirementservices.
Our focus is on working together with all interested parties including
plan sponsors, advisors, aggregators, and asset managers. This uniquely
positions us to build eff ective relationships and deliver operational effi ciency.
We are excited to work with Foundational Retirement Solutions to bring new
collective investment trust strategies to retirement plan sponsors.
To learn more about Wilmington Trust's services and how collective
investment trusts may be a viable investment tool for you and your clients,
contact one of our experienced professionals or visit wilmingtontrust.com/
retirementservices.
EXPERIENCE
EXPERIENCE
JOE DONOVAN
jdonovan@wilmingtontrust.com
203.623.0292
JOE DONOVAN
JOE DONOVAN
jdonovan@wilmingtontrust.com
203.623.0292
jdonovan@wilmingtontrust.com
203.623.0292
COLLECTIVE FUND SERVICES | INSTITUTIONAL CUSTODY | ADVISORY SERVICES | COLLATERAL MANAGEMENT
COLLECTIVE FUND SERVICES | INSTITUTIONAL CUSTODY | ADVISORY SERVICES | COLLATERAL MANAGEMENT
Services provided by Wilmington Trust, N.A.
ServWicies provided by Wilmington Trust, N.A.
COLLECTIVE FUND SERVICES | INSTITUTIONAL CUSTODY | ADVISORY SERVICES | COLLATERAL MANAGEMENT
Services provided by Wilmington Trust, N.A.
Wilmington Trust, N.A. Collective Investment Funds ( " WTNA Funds " ) are bank collective investment funds; they are not mutual funds. Wilmington Trust, N.A. serves as the Trustee of the
Wilmington Trust Collective Investment Trusts and maintains ultimate fi duciary authority over the management of, and investments made in, the WTNA Funds. The WTNA Funds and units
therein are exempt from registration under the Securities Act of 1933, as amended, and the Investment Company Act of 1940, as amended. Investments in the WTNA Funds are not deposits
or obligations of or guaranteed by Wilmington Trust, and are not insured by the FDIC, the Federal Reserve, or any other governmental agency. The WTNA Funds are commingled investment
vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the WTNA Funds.
Foundational Retirement Solutions, LLC ( " FRS " ) is registered as an investment advisor with the United States Securities and Exchange Commission (referred to in this brochure as " Advisor " ).
FRS is organized as a limited liability company under the laws of the state of Delaware.
©2019 Wilmington Trust Corporation and its affi liates. All rights reserved. 36630 191224 V5
FR ©2019 Wilmington Trust Corporation and its affi liates. All rights reserved. 36630 191224 V5
©2019 Wilmington Trust Corporation and its affi liates. All rights reserved. 36630 191224 V5
Wilmington Trust, N.A. Collective Investment Funds ( " WTNA Funds " ) are bank collective investment funds; they are not mutual funds. Wilmington Trust, N.A. serves as the Trustee of the
Wilmington Trust Collective Investment Trusts and maintains ultimate fi duciary authority over the management of, and investments made in, the WTNA Funds. The WTNA Funds and units
therein are exempt from registration under the Securities Act of 1933, as amended, and the Investment Company Act of 1940, as amended. Investments in the WTNA Funds are not deposits
or obligations of or guaranteed by Wilmington Trust, and are not insured by the FDIC, the Federal Reserve, or any other governmental agency. The WTNA Funds are commingled investment
vehicles, and as such, the values of the underlying investm nts will rise and fall according to market activity; it is poss ble to lose mo ey by inve t ng in the WTNA Funds.
lmington Trust, N.A. Collective Investment Funds ( " WTNA Funds " ) are bank collective investment funds; they are not mutual funds. Wilmington Trust, N.A. serves as the Trustee of the
Wilmington Trust Collective Investment Trusts and maintains ultimate fi duciary authority over the management of, and investments made in, the WTNA Funds. The WTNA Funds and units
therein are exempt from registration under the Securities Act of 1933, as amended, and the Investment Company Act of 1940, as amended. Investments in the WTNA Funds are not deposits
or obligations of or guaranteed by Wilmington Trust, and are not insured by the FDIC, the Federal Reserve, or any other governmental agency. The WTNA Funds are commingled investment
vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the WTNA Funds.
Foundational Retirement Solutions, LLC ( " FRS " ) is registered as an investment advisor with the United States Securities and Exchange Commission (referred to in this brochure as " Advisor " ).
S is organ zed as a limited liability company under the laws of the state of Delaware.
Foundational Retirement Solutions, LLC ( " FRS " ) is registered as an investment advisor with the United States Securities and Exchange Commission (referred to in this brochure as " Advisor " ).
FRS is organized as a limited liability company under the laws of the state of Delaware.

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PLANSPONSOR - December/January 2020

Table of Contents for the Digital Edition of PLANSPONSOR - December/January 2020