Trust Services from Home Federal Bank of Tennessee

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The Home Federal Bank Trust Division has a dedicated staff that uniquely combines competent and caring service. Our experienced professionals are well educated in their respective areas of expertise. They also possess a high degree of commitment to their customers and routinely exceed their expectations. The Home Federal Bank Trust Division offers a comprehensive range of services to meet the needs of individuals, businesses, foundations and government entities.

Home Federal Trust Division employees
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Personal Trust Services – (865) 544-3912

Our purpose is to combine competence and sincere concern for the needs of our customers. Our professionals provide sound advice and guidance in the following primary areas:

  • Investment Management
  • Trust Administration
  • Estate Planning, Consultation and Administration
  • Individual Retirement Accounts

Personal Trust Products:

  • Living Trusts
  • Trusts Under Will
  • Investment Management
  • Custodial Accounts
  • Life Insurance Trusts
  • Charitable Trusts
  • Estate Settlement
  • IRAs (Individual Retirement Accounts)

Employee Benefits

The Home Federal Bank Trust Division is a leading provider of employee benefit retirement plan services in the East Tennessee region. Our dedicated and experienced staff works closely with plan sponsors in customizing a program tailored to the needs of the firm.

Our Retirement Services Include:

  • Strong fiduciary support as Corporate Trustee
  • Investment Management
  • Tax Reporting
  • Employee Education
  • Plan Design Assistance
  • Benefit Payments
  • Custody

Retirement Products Include:

  • Traditional Pension (defined benefit arrangement)
  • 401(k) Plan - traditional balance forward and daily recordkeeping
  • Profit Sharing Plan
  • Money Purchase Plan
  • Age Weighted Plan
  • Cross Tested Plan
  • Small business solutions--SIMPLE IRA and SEP IRA
  • Individual Retirement Account (IRA)

Institutional & Corporate Client Services

The Home Federal Bank Trust Division has been successfully serving its market for more than twenty (20) years. Our reputation has earned us the privilege of providing investment services for corporations, foundations, non-profits and government entities.

Institutional & Corporate Client Services include:

  • Investment Management
  • Safekeeping of Assets
  • Income Collection
  • Security Processing
  • Escrow Agent Services

Contact Us at: trust.dept@homefederaltn.com, or call (865) 544-3912.

401K Trust

Are You Retiring?

Let our experienced staff simplify the complexities of your finances.

According to IRS requirements, individuals are responsible for all aspects of compliance concerning their 401K rollovers. As a Trustee, we will assist you in navigating those requirements. We will be with you every step of the way.

Our dedicated and experienced staff will work closely with you to customize a program tailored to your needs including maximizing investment control and flexibility. Contact our 401K/retirement specialists for additional information about how we can be of service to you.

Your Retirement Resource

  • Local
  • Service-Oriented
  • Conservative Philosophy
  • Highly Personalized Solutions
  • Experienced Staff

We Help Retirees With a Full-Range of Investment Management Services

  • 401K Rollovers
  • Planning
  • IRA's

Phone: (865) 544-3912

Email Us

The Leading Locally Based Trust Division Can Help You Secure a Financial Course for Today and Tomorrow.

As a locally owned and conservatively managed institution, Home Federal Bank bases its reputation on client satisfaction. We take pride in our Trust Division and would be honored to have the privilege to serve you.

Investment products are provided by Home Federal Bank of Tennessee, Trust Services, and:

Are Not FDIC Insured May Lose Value Are Not Bank Guaranteed Are Not Deposits Are Not Insured by Any Federal Government Agency