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Business Retirement Plan Services

Your employees are your company's greatest asset. Shouldn't they have a great retirement plan?

Business owners often struggle to find an affordable, yet service rich, retirement plan that satisfies all employees, while meeting regulatory obligations.

At Wealth & Trust Management, we offer a comprehensive retirement plan program, with services tailored to the needs of each business. Our plans include Profit Sharing, 401(k), Cash Balance, Cross Tested and Defined Benefit Plans.

Using our convenient, flexible services, you can potentially reduce your fiduciary responsibility, minimize your staff's administrative burden, and attract and retain valuable employees.

Highlights of our services include:

  • Plan design and consulting
  • For participant directed plans – diverse, low-cost fund selection, no proprietary funds, and continually monitored offerings
  • For fully managed plans – a disciplined investment approach
  • Recordkeeping and administration
  • Compliance oversight
  • Fiduciary support
  • Participant communications
  • Participant education and guidance

Ready to learn more? Contact us today for your one-stop solution.


Are you a larger corporation? Check out our Institutional Services.

Trust Administration

Trust Administration

Our Wealth and Trust Management team is your professional trustee - securing your legacy through prudent investments and responsible administration.

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Investment Management

Our Wealth and Trust Management team creates investment plans that are tailored to meet your investment needs.

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