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RETIREMENT SERVICES
You and your company can look to us to assume an existing retirement plan or for assistance in establishing one for yourself and your employees. We provide documents for plan adoption, investments for contributions, systems for plan administration, and training for employee education and we can serve as trustee of the plan.
IRA Rollovers
Because of their tax-deferred benefits, IRAs and IRA Rollovers present some interesting investment opportunities. We typically recommend an investment strategy for an IRA or IRA Rollover be developed in conjunction with your overall investment portfolio.
An IRA Rollover will utilize the services of our Investment Management Account. Additional assistance will be provided to preserve the account's tax deferral privileges and to calculate required distributions. We can employ independent investment performance measurement to keep you informed of our results and performance.
401(k) Plans
A tax-deferred 401(k) retirement plan offered by an employer provides elective deferrals of salary by employees and may or may not be matched by employer contributions.
Profit Sharing Plans
Tax-deferred defined contribution profit sharing plans provide tremendous flexibility to employers and retirement savings for employees and business owners.
Pension Plans
A pension plan can be tailored to meet the needs of employers and provide retirement savings for employees and business owners.
Look to Central Bank for help with an IRA Rollover, a Profit Sharing, Money Purchase, 401(k) and other types of retirement plans.
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