Local Unions & Trust Office - Fund Administration

Marshall & Moss is dedicated to providing local unions and trust funds an option that they feel comfortable with. The main goal is to create a Fund Office that synchronizes smoothly with a local union office or serves as the Fund Administration Office for the Trust. We are steadfast in our support for the Board of Trustees, by coordinating with all service providers, handling Trustee meetings, and serving the participants with a trained professional staff.

Streamlined for Complete Efficiency

In the fast-paced environment in today’s business world, outsourcing administrative services provides quicker turnaround and extreme cost benefit for our clients.

While our competition sells automation as the best way to improve processes, Marshall and Moss realizes that while doing so the customer must remain the focal point and rest assured we will always do business in a way that meets each client’s needs and wishes.