Employer-Sponsored Retirement Plans
We'll help you find the plan that works best for your hardworking team.
Employer-Sponsored Retirement Plans
We'll help you find the plan that works best for your hardworking team.
Plan for Success
Employer-sponsored retirement plans offer employees a convenient, tax-advantaged method to save for retirement. These plans are crucial for attracting and retaining talent, while also providing employers with tax benefits and other financial incentives.
Managing company-sponsored retirement plans comes with significant responsibility and liability under the Employee Retirement Income Security Act (ERISA), which governs the administration of qualified retirement plans.
Our team specializes in assisting companies with the development, implementation, and monitoring of employer-sponsored retirement plans.
Get Started
Our Services
- Reviewing and overseeing all plan investments, including the selection and monitoring of designated investment options
- Providing customized participant communication solutions, such as group and individual educational workshops
- Analyzing all plan fees and expenses to support due diligence in administering and managing the retirement plan
- Conducting periodic reviews of service providers and platforms to capitalize on marketplace changes and opportunities
Which Plan Is Right for You?
We will help you determine which plan makes the most sense for you and your organization:
- 401(k)
- 403(b)
- Roth 401(k)
- Non-Qualified Deferred Compensation
- SIMPLE (Savings Incentive Match Plan for Employees) IRA
Ask us how you can reduce your corporate and personal liabilities through safe harbor provisions and through the use of a corporate trustee for your plan.
Get Started
Plan for Success
Employer-sponsored retirement plans offer employees a convenient, tax-advantaged method to save for retirement. These plans are crucial for attracting and retaining talent, while also providing employers with tax benefits and other financial incentives.
Managing company-sponsored retirement plans comes with significant responsibility and liability under the Employee Retirement Income Security Act (ERISA), which governs the administration of qualified retirement plans.
Our team specializes in assisting companies with the development, implementation, and monitoring of employer-sponsored retirement plans.
Our Services
- Reviewing and overseeing all plan investments, including the selection and monitoring of designated investment options
- Providing customized participant communication solutions, such as group and individual educational workshops
- Analyzing all plan fees and expenses to support due diligence in administering and managing the retirement plan
- Conducting periodic reviews of service providers and platforms to capitalize on marketplace changes and opportunities
Which Plan Is Right for You?
We will help you determine which plan makes the most sense for you and your organization:
- 401(k)
- 403(b)
- Roth 401(k)
- Non-Qualified Deferred Compensation
- SIMPLE (Savings Incentive Match Plan for Employees) IRA
Ask us how you can reduce your corporate and personal liabilities through safe harbor provisions and through the use of a corporate trustee for your plan.
Make a Seamless Transition
Experience a smooth transition with Minster Bank’s employee 401k solutions designed to simplify and support your business.
- Seamless Transition Assistance: We work closely with your designated team to ensure a smooth and hassle-free transition, even if you lack a full-time HR department.
- Comprehensive Support: Our dedicated experts guide you through every step, from paperwork to meetings, translating complex jargon into everyday language for ease and clarity.
- Minimized Disruption:We understand your company has many moving parts; our streamlined process minimizes the time and effort required, allowing you to focus on your core business operations.
Make a Seamless Transition
Experience a smooth transition with Minster Bank’s employee 401k solutions designed to simplify and support your business.
- Seamless Transition Assistance: We work closely with your designated team to ensure a smooth and hassle-free transition, even if you lack a full-time HR department.
- Comprehensive Support: Our dedicated experts guide you through every step, from paperwork to meetings, translating complex jargon into everyday language for ease and clarity.
- Minimized Disruption:We understand your company has many moving parts; our streamlined process minimizes the time and effort required, allowing you to focus on your core business operations.
Contact a Wealth Advisor Today
Complete the form and a member of our wealth team will contact you within one business day.
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Securities and Investment Products offered through the Minster Bank Private Wealth Management Group: Not FDIC insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency.
