Employer Retirement Plans
Our retirement plan options help your business attract and retain valuable employees and maximize income tax benefits.
We will customize a solution to your needs, starting with a review of the options, including:
- Defined Benefit Pension
- Employee Stock Ownership
- Money Purchase Pension
Our experienced professionals are there for you throughout the life of your plan with:
- Analysis and Design
- Annual Administration
- Audit and Compliance Assistance
- Employee Education
- Online Access
- Participant Distributions
- Plan Terminations
- Tax Reporting
You may choose to have the Bank manage all plan assets, or allow employees to direct their own investments. Based on your preferred level of involvement, we can provide:
- Comprehensive Portfolio Management
- Participant-Directed Accounts
- Managed Allocation Programs
Local Solutions, Local Service
When your business chooses Saratoga National Bank and Trust Company, you receive hands-on local service backed by competitive pricing and a range of solutions. Ask us for a consultation today.
For more information on Employer Retirement Plans, contact Tracey Norman, Vice President, Wealth Management, at (518) 415-4436.