Business Retirement
All companies face the challenge of attracting and retaining valuable employees. One important lure is the ability to help employees plan for a secure financial future. Exchange Bank delivers a wide range of business retirement services, including full service for defined contribution plans such as 401(k), Profit Sharing, IRA and IRA rollover.
401(k) Full Service
One of the most appreciated benefits — by both employees and employers — is a payroll based pre–tax savings plan, commonly known as a 401(k) plan. Exchange Bank’s 401(k) services provide you with comprehensive retirement planning to make the design, implementation, and operation of your plan efficient, accurate and cost effective.
With Exchange Bank, all components are coordinated for you through the following services:
- Plan design, consulting and recordkeeping
- Trust accounting
- A full spectrum of investment options
- Distribution
- Participant financial planning and education
- Daily account valuation and internet access
This site contains links to other web sites, in order to assist users in locating and accessing information that may be of interest. Exchange Bank does not warrant linked sites for any purpose. Further, the inclusion of a link to another site does not constitute an endorsement by Exchange Bank of the site, its owner(s) or any products or services advertised on the linked site.