Wealth ManagementRetirement Plan Services
Offer and manage comprehensive services that can meet the investment and administrative needs of employee benefit plans of all sizes and varieties. Products include Pension, profit sharing and 401(k) salary deferral plans.
- Local contact for employee education
- Experienced staff to help you make investment decisions to reach the goals of your plan
- Each account is assigned to an administrator
- Operations Support, Custodial Services, and Data Processing - all done locally
- Maintain state-of-the-art data processing system. Accurate and comprehensive reports are in a variety of formats and schedules to meet your needs
- Online account access through Investment Gold Online
