Corporate Retirement Planning
If you need help creating, managing, planning, and/or organizing a retirement plan, Central Bank's Wealth management Group provides considerable expertise in establishing defined contribution plans for your business as a way to retain and reward your key employees. Whether it's a 401(k), a full range of IRAs, a profit Sharing Plan or other types of plans, we will help you put together one that makes the most sense for your, your business, and your employees.

Our retirement plan services include plan design, consulting and balance forward daily administration and record keeping, corporate trustee and custodian, investment management and participant education, all reinforced by our state-of-the-art technology.

Retirement Plan Services Offered:

• 401(k) Plans
• Full Range of IRAs
• Profit-Sharing Plans
• Money Purchase Pension Plans
• Defined Benefit Plans
• Target Benefit Plans
• 403 (b) Plans
• Deferred Compensation Plans

Is your retirement plan meeting your needs?

Below is an example of how we can tailor your plan to include the following:

• Open Architecture Investment philosophy
• Online summary plan description
• Complete loan administration, if needed
• Direct payroll interface
• Performance of all required compliance testing
• Form 5500 and other tax filings, ready for signature
• Local service from a team of professionals at Central Bank