A retirement plan has lots of benefits for you, your business and your employees. Retirement plans allow you to invest now for financial security when you and your employees retire. As a bonus, assets in the plan grow tax-free and contributions and investment gains are not taxed until distributed.
We provide a full range of investment, administrative and educational services for all types of retirement accounts including defined contribution plans and defined benefit plans. As of June 30, 2020, we acted as trustee or custodian for over $529 million in qualified retirement plan assets.
Plan and participant features include:
- Investment committee education and guidance
- Comprehensive reporting
- Annual plan review
- Daily account valuation
- Online 24/7 participant access to plan specific enrollment information, retirement planning and education information
- In-person and webcast enrollment meetings
- Quarterly in-person and webcast educational meetings
- One-on-one consultations with participants
- 50 actively and passively managed funds from 15 fund families including Target Date funds