Retirement Plan Services

Getting you ready for retirement

In addition to providing trust, investment management, asset management, and custodial services for a variety of personal and institutional clients, our Trust Group also offers comprehensive Retirement Plan Services, including investment management services and administrative functions for corporate and individual retirement plans as well as custodial services for assets held in those plans.

Types of plans/services administered:

• Defined Contribution Plans
  -Profit sharing/Money purchase
  -401(k), 403(b)
  -Defined benefit (pension)
  -Deferred compensation
  -Rabbi trust 
• Asset allocation modeling
• Distributions
  -Lump sum
  -Monthly 
  -Rollovers
• Enrollment meetings (both group and individual)
• Loan servicing