SOUND RETIREMENT STRATEGIES FOR YOUR EMPLOYEES
Your company’s retirement plan is a critical fringe benefit, essential to the long-term well-being of your company, its employees and you personally. Choosing the right plan provider is one of the most important decisions you will ever make.
Is your current retirement plan provider the best choice for you and your employees?
Our goal is to work with you and your employees to develop a retirement plan that is the best fit for your company profile. Our flexible platform offers varied account management options and investment choices that meet the needs of each of your employees on an individual basis.
401(k) RELATIONSHIP TYPES
Our retirement plan platform offers two primary relationship management options for you and your employees:
- Fully-Managed Accounts- Utilize the expertise of our Portfolio Management Team as they actively manage the retirement accounts of you and your employees.
- Self-Directed Accounts – You or your employees choose the desired investments to meet your retirement needs.
401(k) INVESTMENT OPTIONS
Most plan providers limit available investment options in order to achieve operational and cost efficiencies. This approach ignores individual needs and prevents a participant from designing an investment strategy most appropriate for his or her personal situation.
Our approach is different. We believe that it is important to offer a wide range of investment choices.
Our flexible platform offers varied account management options and investment choices that meet the needs of each of your employees on an individual basis.
- Mutual Funds
- Individual Stocks and Bonds
- Exchange-Traded Funds
- Certificates of Deposit
This approach permits plan participant to choose investment types that are most suitable for their individual circumstances, objectives, needs and tolerance for risk.
To learn more, please email one of our Wealth Managers for further information on how we can help you meet your financial goals or call us at (608) 826-3570
We are located at 455 S. Junction Rd., Suite 100., Madison, WI 53719
Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or-guaranteed by, State Bank of Cross Plains; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested.