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Retirement is a journey. You set your destination through goals that are important to you. We are beside you to provide guidance along the way. Is your retirement plan right for you? Are you leveraging strategies to help you maximize Social Security and other benefits after you retire? Will you have enough income to do the things you want to do in retirement?
Our mission is to help you navigate a complex financial world so you feel comfortable when you look ahead to your golden years.
Individual Retirement Options
Need help? Call the retirement participant service center 855-225-2355 Monday through Friday 7 a.m. - 7 p.m. central time.
If you're participating in your company's 401(k) or other employee retirement plan, congratulations! You've taken the first and most important step toward planning for the life you want in retirement.
Important stops along the way to retirement include:
To access the retirement plan you established through your employer, you can log in to your account.
If you have retired or undergone a job change, you should consider rolling your existing retirement funds from your previous employment into an IRA. A direct rollover to an IRA provides you with important benefits:
Plan now for a secure retirement. See if an IRA is the right plan for you.
Bell Bank Wealth Management makes it fast and easy to roll your retirement funds into an IRA. We help you get everything started and talk you through the process. Once you sign the paperwork, we take care of the rest. Let us help you decide the right IRA choice for you.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.
Thinking about retirement can be stressful. We can help. At Bell, we get to know you – your finances, family responsibilities and goals – then work with you to create a plan that gives you peace of mind.
Find financial guidance in our Advice Center
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