Business Retirement Plans

There are few, if any, resources more critical to your company’s success than your employees. To attract and retain the best employees, your benefits package must be of the highest quality. We can help you establish the right retirement plan for both your employees and your business.


Why Choose The Stephenson National Bank & Trust?

Your business and its goals are unique. So why settle for an out-of-the-box retirement plan? We work with you to identify the retirement plan specifications for you and your employees and determine what type of plan best meets your needs.

  • World-class investment options
  • Superior investment results and competitive fees
  • Local customer service with dedicated plan experts, based right here
  • Specifically trained personnel, dedicated to offering comprehensive services
  • Periodic reporting and ongoing investment management
  • Area’s largest team of Retirement Experts certified to help with retirement planning
  • CEFEX-certified as an Investment Advisor
  • SNBT longevity and strength, backed by excellent local client references
  • Seamless transition and prompt responsiveness
  • Employee education in investments and retirement planning
Consultative approach to designing a customized plan:
  • Identify the plan goals of your business and your employees to provide the best options to reach those objectives
  • Ask detailed questions to determine the right plan to maximize the value for both the employer and employee
  • Consider your employee demographics, business philosophy, and available resources

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Benefits to Plan Sponsor