We provide consulting services to assure the proper 401k retirement plan is being used to meet the employer’s goals and objectives and that the employees are deferring enough to meet their retirement goals. Dedicated relationship managers design a formalized education program, including group and one-on-one sessions to assist participants. Our experts provide companies with simplified administration, timely reporting, accurate compliance testing, tax reporting and a dedicated call center.
Not all 401k plans are created equal. We’ll work with your specific needs and objectives to design a high-caliber, comprehensive retirement plan that works for you.
You’re looking for results with your retirement plan investments. Our investment professionals carefully identify the best investment options, including professionally managed portfolios, quality mutual funds, and other funds or securities.
We will provide your employees an individualized rate of return based on the activity in their account.
At Bell State Bank & Trust, we know that a thorough educational process helps employees understand the value of saving for retirement and feel secure about the investment decisions they make for their retirement plan. Our easy-to-follow planning tools and calculators help select the appropriate funds from a myriad of choices.
When you work with Bell State Bank & Trust, you receive a complete retirement solution delivered with superior personal service at a competitive cost. We will inform you up front of all administrative costs and investment fees associated with your plan. Throughout the year, Bell State Bank & Trust will work closely with you to make sure we meet and exceed your company’s expectations.
Bell State Bank & Trust will continually monitor all aspects of your company’s retirement plan, ensuring you meet requirements for compliance, satisfy required discrimination testing, and receive timely and accurate reports. You’ll receive personal attention from a professional assigned specifically to work with your company and your plan.
We take your company’s 401k retirement plan as seriously as you do. Contact Kathy Eggiman for information on administration of 401k and other retirement plans.
Learn more about Kathy.
In addition to 401k plans, our retirement team can help you set up 403(b), Section 457, traditional IRAs, Roth IRAs, Simple IRAs, simplified employee pension (SEP) and other retirement plans, depending on the needs of your company and its employees.
For information about company retirement plan options, contact our retirement team.
If you are an employer client with a Bell State Bank & Trust administered 401k plan, click here to log in to Plan Sponsor Access.