Your retirement plan may be the single most important investment you can make in your future for your business.
Independence Bank Trust can serve as a designated fiduciary, retirement plan advisor, custodian or trustee. Our Certified Retirement Plan Advisors will work closely with our Portfolio Managers to design a plan and construct the fund menu best suited for your company. We will assist in administering the plan, mangaging the investments and educating your employees. We will work closely with employers to ensure compliance and complete annual testing.
Retirement Plan Options Include:
- Simple IRAs
- Profit Sharing
- Simplified Employee Pension Plan (SEP)
Not FDIC Insured – Not Bank Guaranteed – May Lose Value
The trust services sold through Independence Trust are not insured Independence Bank deposits and are not FDIC insured. These products are not obligations of Independence Bank and are not endorsed, recommended or guaranteed by Independence Bank or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed and loss of principal is possible.