Wealth Management

Plan Benefits

Compliance

We keep you informed of regulatory changes that might affect your plan, recommendations on how to respond to regulatory changes if needed, and provide various regulatory notices that must be given to participants such as the Summary Annual Report ("SAR"). We conduct compliance testing annually to make sure your plan complies with regulatory requirements and prepare form 5500 filings annually for electronic signature and submission.

Partner

We hold group-education-sessions for participants as needed and will meet with employers one-on-one to help meet their role as plan Administrator.

Competitive Fees

The charges for our services are competitive and based on the market value of the plan.

Contact Trust & Wealth Management for more information.

Use our calculators to estimate retirement and investment options.

Personal Business Retirement

Investment Products:

* NOT A DEPOSIT * NOT FDIC INSURED * NO BANK GUARANTEE *
* NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *
* MAY LOSE VALUE *


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