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Our
customers know us, and we know them. They like our friendly, personal
service and team approach in working with their business' retirement plan.
What makes us unique is how
we combine our stability as a locally-owned, community bank with our wide
variety of technical resources.
Backed with years of
Retirement Plan experience, our team can meet with you in our office or at
your business to tailor a retirement plan for you and your employees.
We're confident that our experienced staff can meet your retirement plan
needs.
Want to start a retirement
plan? We’ll help you every step of the way...from designing a
document that works specifically for your business to working with your
accountants and staff to ensure the plan maximizes your tax savings. We
will conduct meetings to educate your employees on plan participation and
the tax advantages they'll receive.
If you already have a
retirement plan, look closely at your existing provider and compare
them to what we offer. We have a complete Retirement Plan Services package
that offers maximum flexibility in the area of retirement plan
administration. We offer top notch customer service...we are here when you
need us with local Financial Management Representatives who are available to meet with
you or your employees. Our administrators provide a level of expertise not
found elsewhere. We emphasize continuing education for our staff so they
are always aware of the latest regulatory changes and industry trends.
With our "in-house" recordkeeping staff, we can ensure a smooth
transition from your current provider.
Whether you are starting a new
plan or already have one, consider the advantages you’ll receive:
-
Dedicated
Customer Service.
-
Flexible
Investment Options.
-
Competitive
Fees.
-
Quick
Statement Turnaround.
-
On-Site
Employee Education and Enrollment.
You have the option of managing the assets yourself,
appointing TheBANK to manage the assets or allowing your employees to make their
own investment choices among a select group of mutual funds.
- Professionally Managed
- TheBANK has an
excellent track record in managing funds. We use a combination of outside
expert analysis and years of hands-on experience.
- Self Directed -You can manage the funds
yourself or appoint an outside money manager.
- Employee Directed
- This works
particularly well for 401(k) plans. The employees are allowed to choose
from a wide variety of mutual funds. Mutual Funds represent a diversified
array of investments options, and the employees are given
risk/return and asset allocation information so that they can make informed
choices.
- 401(k) Plans - These plans
are designed
to encourage employees to contribute toward their own retirement through tax
deferred payroll savings. You, as the employer, can match those contributions
to encourage participation.
The Roth 401(k) feature is available.
- Profit Sharing Plans
-The employer can
make a discretionary tax-deductible contribution for all eligible employees up to
25% of
compensation.
We Make Retirement Plans Easy - Call us today at
618/659-6406 for more information about how we can help you
implement a retirement plan for your business! We'll help
make it simple for you every step of the way! |
