Retirement Plan Solutions
A retirement plan solution from City State Bank Trust & Investments offers you and your employees a long-term financial partner focused on helping them meet their retirement goals.
- 401(k) Plans
- Start up 401(k)
- Pension Plans
- Safe Harbor Plans
- Deferred Compensation Plans
- Cash-Balance Plans
- Non-Qualified Plans
- SIMPLE and SEP IRAs
Our Approach to Employee Benefit Plans
We have two main goals for all of our employee benefit plans:
- Offer you and your employees access to the highest standard of independent and professional guidance of our individual and trust account services.
- Build your retirement plan to align with your funding goals and necessary flexibility as closely as possible.
From start to finish, we’re here to guide you and your employees to the retirement plan they need to meet their goals.
- We value transparency to ensure costs are easily understood.
- We aim to keep costs low while providing a high level of benefits.
- Only non-proprietary quality, independent investment options are offered.
- Online access is provided to empower your employees.
- We offer financial planning for plan participants and educational enrollment meetings.
Get Started Today!
Get in touch with our Trust & Investments Department today to schedule your appointment.
Not FDIC insured · Not deposits or other obligations of bank and are not guaranteed by bank · Are subject to investment risk, including possible loss of principal