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Any manager understands that employees are the key to the success of any organization. Sponsoring a retirement plan or offering other benefits to your employees will be a determining factor in attracting and retaining a productive work force.
Advantages range from tax-deductible business expenses to tax-deferred savings on all contributions. Our innovative services give you the opportunity to offer employees retirement benefits without administrative headaches.
~ Cafeteria Plan
~ Payroll Direct Deposit
~ Investment Management and Trust Services
~ InvestorServices
Retirement Plans:
~ 401k Plan
~ Profit Sharing Plan
~ Pension Plan
~ SEP IRA
~ SIMPLE IRA
Cafeteria Plan is an inexpensive addition to the employee tax benefit plan. Employees can elect to pay medical insurance premiums, out of pocket medical expenses, and dependent care expenses with pre-tax dollars.
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Payroll Direct Deposit allows electronically transferred payroll payments to each employee's account at any bank via ACH, allowing you to avoid the cost of issuing or reprinting checks. Government studies estimate that more than four million paychecks are lost or stolen each year. Not only do employees appreciate the safety and convenience of direct deposit, but employers benefit from a boost to their bottom line.
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Investment Management and Trust Services is a highly specialized team providing custom retirement services tailored to individuals and businesses. Our comprehensive retirement services cover all aspects of implementation, administration, record keeping and investment management of retirement assets. Learn more.
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InvestorServices can offer your organization a small 401k, IRAs, and other investment options to reach your goals. Learn more.
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401k is one of the best retirement investments available. It’s a type of personal pension plan offered by employers. Most employers who offer 401(k) plans match a percentage or fixed dollar amount of the money that employees contribute.
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Profit Sharing Plans offers tremendous flexibility to employers to provide tax-deferred retirement savings for employees and business owners.
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Pension Plans can be tailored to meet the needs of employers and provide retirement savings for employees and business owners.
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SEP IRA is a Simplified Employee Pension (SEP) plan. Actually, it could be considered a hybrid between an IRA and a defined contribution plan (profit sharing, etc.). Since a SEP is considered to be a type of business retirement plan, it helps to think of a SEP as a collection of IRAs that can accept contributions from an employer.
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SIMPLE IRA is a Savings Incentive Match Plan (SIMPLE). This is an inexpensive, flexible, easy to administer retirement plan that can accept employee deferrals and a required employer matching contribution.
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