Retirement Plan Services

Many businesses find that a retirement plan is an attractive benefit to offer employees. At The Trust Company, we can help you decide which type of plan will best meet the needs of your business, while also meeting the needs of your employees.

Our retirement plan specialist is a credentialed member of the National Association of Plan Advisors (NAPA) and holds the Certified Plan Financial Advisor (CPFA) designation. He will analyze your retirement plan budget, employee profile, and other factors to come up with an affordable, attractive solution. And once your plan is established, he will meet with your employees to educate them about this benefit, and the opportunity they now have to prepare for their own future.

So whether you choose pension and profit-sharing, 401(k), Roth 401(k), SEP, SIMPLE, or traditional, rollover, stretch-out or Roth IRAs, you can rest assured that we will help you find the best match for your business. Please contact us to get started.