Our Wealth and Trust Management (WTM) team offers several retirement plan options:
401(k) Plans are the most popular retirement plan offered today. This plan enables employees to save for retirement by making pre-tax or Roth contributions from their salary. Employers may also deposit various types of contributions to aid in their employees’ retirement. These plans may offer participants a variety of diverse mutual funds or may be managed by our professional Wealth and Trust Management investment staff.
Profit Sharing Plans
WTM's profit sharing plans satisfy employers' goals that desire to provide retirement savings for their employees while still maintaining a great deal of flexibility in the levels of contributions. Typically, these plans consist of only employer-provided contributions.