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Investing

Your business is on a roll. Make sure your retirement keeps pace.

You work so hard to make your business thrive, but have you given as much thought to what comes next? Our experts can give you the hands-on, personalized guidance you need to set up a retirement plan that meets your business needs and those of your employees.

  • SIMPLE Retirement Account

    Our SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan is an easy-to-run retirement plan for small businesses with less than 100 employees.

    • Choose to match participating employee contributions or contribute a percentage of eligible employee pay

    • Give employees the ability to make tax-deferred contributions through payroll deduction

    • Get lower administrative costs than utilizing an outside plan professional

    • Enjoy the convenience of not having to file annual financial reports with the government

    • Use this benefit to attract and retain employees

    Not sure if SIMPLE Retirement Account is right for you? We’ll help you find what is!

Ready to get started?
Set up your plan today!

Visit a branch to open an account or for more information.

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