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.
Our employee retirement plan programs offer superior investment results and competitive fees. We also offer local customer service- no need to call a national provider to get your questions answered. We have a dedicated plan expert based right here!
Why Choose The Stephenson National Bank & Trust?
Selecting the appropriate retirement plan for your business and employees requires specifically trained personnel, dedicated to offering comprehensive administrative services, periodic reporting and ongoing investment management. We have the area’s largest team of Retirement Experts who are certified to help with all aspects of retirement planning.
- CEFEX-certified as an Investment Advisor
- Local customer service
- Competitive fees
- World-class investment options
- Company strength & excellent local client references
- Seamless transition & prompt responsiveness
- Employee education in investments & retirement planning
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.
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