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Retirement Plan Services - Business Owner

As a business owner, your employees rely on you to provide retirement plans and services that will meet their needs now and later in life. As an employer, you want to provide them with the best benefits plan you can.

Retirement Plan Services offers you a customized solution built on an open investment platform that gives your employees the flexibility of a diverse group of fund families. Whether the plan is for a single participant or a group of employees of a corporation, utility, small business, school or hospital, we offer a comprehensive, all-inclusive program.

After walking you through the initial process of setting up a retirement plan, MutualWealth will offer valuable trustee services, which provides your plan with independent third party oversight.

Our retirement plan consultants are adept at understanding the unique needs of each client. Through daily valued 401(k) plans, balance forward 401(k) plans, pension plans and profit sharing plans, we can prepare a retirement plan that's appropriate for your business today and flexible enough to meet your needs in the future.

We offer your participants a comprehensive account services package. This includes a toll free number and online retirement plan access that allows employees to view account information, conduct transactions and utilize valuable educational tools and information. We also provide in-house seminars and educational literature to ensure that your employees are educated about their plan and motivated to fully participate.

Services

  • Full plan consultation
  • Review of existing or new plan investments
  • Enrollment/Education services
  • Trustee services
  • Full government reporting services
  • Record keeping services
  • Regulatory updates provided
  • Online account access
  • IRS-approved document
  • Flexible approach to investment platform

For additional information, please contact Tom Mohler, Vice President, Retirement Plan Services. 317-844-1350, 877-289-0299 or thomas.mohler@bankwithmutual.com.

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