Planning & Investment ServicesRetirement Plan Services
Our team of retirement plan specialists will work to develop a customized employee benefit plan that meets the needs of employers as well as employees. All of our services are offered in-house, so our plan sponsors and their participants will have a dedicated team of local professionals ready to answer questions and help with all of their needs.
Products offered:
- Pensions
- Profit Sharing
- 401(K) salary deferral plans
Benefits:
- Local contact for employee education.
- Experienced staff to help you make investment decisions to reach the goals of your plan.
- Each account is assigned to an administrator.
- Operations support, custodial services and data processing.
- Maintain state-of-the-art data processing system. Accurate and comprehensive reports are in a variety of formats and schedules to meet your needs.
- Online account access.
