Retirement Planning - Institutions

As a business owner you may find yourself concerned about retirement for both you and your employees. We can customize a company retirement plan or profit-sharing plan that can help you meet your financial objectives and enhance your employee benefits package at the same time. After all, attracting and retaining the best employees is essential to the success of your business.

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At Citizens National Bank’s Wealth Management Division, we offer you a turnkey solution covering all aspects of a company retirement plan from the planning and design of your program to implementation and ongoing management. For example, we can propose investment options that have met our stringent proprietary due diligence process or manage the entire portfolio with an agreed-upon investment objective. Our goal is to enable you and your staff to devote resources to running the company while we provide the expertise to help manage your company retirement plan.

In addition, we coordinate with legal and tax professionals and help ensure that the plan is in compliance with Department of Labor and IRS regulations*. Equally as significant is the fact that we provide employee education on the importance of planning for financial retirement and conduct the employee enrollment process. We can set up 401(k) plans, profit-sharing plans and many other types of plans.

We invite you to contact us today so that we can assist you in selecting the most appropriate retirement plan benefits for your company's needs. CNB's Wealth Management Division currently administers the following types of company plans:

  • Profit Sharing
  • Money Purchase
  • 401(k)/Roth
  • 403(b)
  • 457 (Deferred Compensation)
  • SIMPLE 401(k)
  • SEP

As an added benefit, you can access your company retirement plan account information at any time online, and you will also receive regular statements.

*Citizens National Bank does not offer legal advice. Consult your attorney for legal advice.