Retirement Plan Services

In today’s competitive environment, offering an industry-competitive retirement plan is critical to attracting and retaining a top-performing workforce. Bankers Trust has the flexibility, size and expertise to be a partner for your organization’s retirement plan – all geared around your business’s strategic goals and needs.

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Qualified Retirement Plans

As a full-service provider of qualified retirement plans, Bankers Trust makes it our mission to provide high-quality plans and a broad menu of services and support to plan sponsors, including plan document preparation, participant recordkeeping, compliance testing, government reporting, investment monitoring, employee enrollment and ongoing education, plan consulting and trustee services. Bankers Trust can act as a directed, nondiscretionary trustee or as a discretionary trustee.

Every organization is unique, and our retirement plan relationship managers will consult with you to help you design a plan tailored to your needs. They will also discuss appropriate investment options, educate your participants, and oversee a team of professionals who conduct ongoing administration and recordkeeping. Our flexibility and scale allow us to accommodate a broad range of retirement plan needs, including:

Defined Contribution

  • 401(k)
  • Profit Sharing
  • Money Purchase

Defined Benefit

  • Traditional Pension
  • Cash Balance

Non-Qualified Retirement Plans

Your organization’s executives and other leaders may require additional opportunities for tax-deferred savings. Due to stringent regulations governing 401(k) and other qualified plans, a non-qualified plan offers another way to maximize retirement savings. A non-qualified retirement plan allows you to provide a number of additional benefits to your key or highly compensated employees without jeopardizing the qualified status of your company’s 401(k). For example, some non-qualified plans allow select employees to defer more of their income than they would be allowed to contribute to a 401(k), while others allow you to provide them with tax-deferred bonuses.

Non-qualified plans can be structured and funded in numerous ways. We partner with firms providing non-qualified plan consulting and administration by offering a Rabbi Trust product to protect the benefit obligations of an employer to their employees.

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If you want to learn more about how Bankers Trust can help your business with a qualified or non-qualified retirement plan, contact us today.

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