Exchange Bank business retirement plan customers standing in their restaurant's kitchen wearing aprons and smiles.

Trust & Investment

Business Retirement Plans

Plan for the future today.

Whether your company wants to install a new retirement plan or upgrade an existing one, partner with Exchange Bank. We will take the guesswork and liability out of being a plan sponsor so you can focus on other areas of your business.

We offer a simplified and cost-effective retirement plan platform that includes investment services. Our services can be utilized as a stand-alone or coordinated with your current third-party administration firm. Look to Exchange Bank as a trusted partner for your retirement planning needs.

  • Plan design
  • Investment menu creation
  • Employee education

Individual Retirement Plans 

You have worked diligently to create retirement savings for your future. Preserve, manage, and grow your investment by working with an investment manager you can trust. 

Our managed IRA program implements our standard Investment Management approach centered around asset allocation, diversification, and low-cost investment vehicles. Because we are an investment fiduciary, we always put your interests first and never accept commissions or hidden compensation of any kind. 

We work with you to build a portfolio tailored to fit your risk tolerance and goals and offer periodic rebalancing, which means your account will continuously stay on target.

Exchange Bank provides management for the following types of individual retirement accounts:

  • IRA Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Simplified Employee Pension (SEP) IRAs

Ready to get started?