Employer Sponsored Retirement Plans

Employer Sponsored Retirement Plans

Helping You Take Care of Your Most Valuable Assets

CNB Wealth Management will ensure that your company is aware of all retirement plan options. We are equipped to provide the package needed to attract and retain your most valuable assets.

Our Expertise Offers

Efficiency

Wealth Management Efficiency

Efficiency

Benchmarking your current plan for:

  • Quality investment performance
  • Adequate menu of investment options
  • Reasonable investment management fees

Risk & Liability Mitigation

Wealth Management Risk & Liability Mitigation

Risk & Liability Mitigation

  • DOL and IRS Regulations
  • Financial awareness, education & outsourcing of third-party recordkeeping (TPA), reporting, taxes, investment choices, expenses/fees, performance, participant education, DOL 3(16), 3(21) and 3(38)

Balance

Wealth Management Balance

Balance

  • Thorough assessment of various plans
  • Consideration of features and benefits to owner(s) and employee(s)
  • Collaborative design of a plan that is best for you

Local Service, Care and Education

Wealth Management Local Services

Local Service, Care and Education

  • Local professionals close to you
  • A team approach to coordinate local banking and professional advisors
  • A way to avoid 1-800-line menu and service center in a distant city or state
  • Employee/participant group meetings on-site at your facility

Various Types of Retirement Plans

Wealth Management Retirement Plans

Various Types of Retirement Plans

  • 401k Plans
  • 403b / Tax Sheltered Annuity Plans
  • Profit Sharing Plans
  • Simplified Employee Pension (SEP) Plans
  • SIMPLE 401k
  • SIMPLE IRA
  • Traditional and Roth IRAs
  • Pension Plans
    • Cash Balance Plans
  • Target Benefit Plans
    • Deferred Compensation Plans
    • Life Insurance and Annuities
    • A wide menu of quality, well-recognized providers that best suit your needs

Contact CNB Wealth Management

Wealth Management Contact

Contact CNB Wealth Management

CNB Wealth Management can provide you and your team with comprehensive retirement planning. This covers all three main areas of retirement, including company/employer-sponsored plans, personal savings, and Social Security. Each should be considered and can be tailored to the current phase of each individual.

Contact CNB Wealth Management at 517-437-3371 to schedule an appointment today.

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value