Employer Retirement Plans
Help find and retain top talent by offering meaningful retirement plans. Explore the plan types we offer with optimal account access and potential tax benefits for you.
In-House Plan Administration
All plan recordkeeping, required Internal Revenue Service testing, and plan design are provided locally by our experienced professionals.
We provide all the documentation and required plan testing to keep your plan in compliance with all IRS and Department of Labor rules and regulations.
Trustee and Custodial Services
By using Saratoga National Bank as your plan trustee, you can reduce the fiduciary liability of a personal trustee and be assured that your retirement plan assets are kept separate from your corporate assets and your corporate creditors.
All plan investment responsibilities, including portfolio management and selection of participant investment options, are provided through our Investment Department.
- Use retirement planning tools
- View your plan statements
- Make changes to investment elections
- View balances
- See your personal rate of return
- Get information on investment options