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Self-Directed Custodial Accts
(RTA)
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(401(k) for one)
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Traditional Rollover or
Contributory IRAs
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Accounts (ESAs)
Health Savings Accounts (HSAs)

Self-Directed Custodial Accts
(RTA)
Single Participant 401(k) Plans
(401(k) for one)
Profit Sharing and
Money Purchase Pension Plans
401(k) Plans

We're here to help Plan Sponsors/Employers.

Call us toll-free at 877-270-6892.

Central Region:

Cameron MacLeod
Regional Vice President
cameron.macleod@fiserviss.com
ext. 25771

Eastern Region:

Michael Sanford
Regional Vice President
michael.sanford@fiserviss.com
ext. 25863

Western Region:

Christian Mills
Regional Vice President
christian.mills@fiserviss.com
ext. 22446

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INVESTMENT PRODUCTS: NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
Fiserv ISS' services are provided by Fiserv Affinity, Inc. or Fiserv Trust Company, member FDIC.
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