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.

 

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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Citizens National Bank and Citizens National Bank Wealth Management are independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James Is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Privacy Policy

 


Securities are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Citizens National Bank is not a tax expert or CPA. Consult a tax expert or CPA.