Retirement Plan Services

I planned written in the sand next to a starfish

​In today's competitive environment, offering a quality retirement plan is critical to attracting and retaining a top-performing workforce. Bankers Trust offers customized retirement plans with sophisticated options –without burdening your organization with administrative tasks. We have the flexibility, size and expertise to be your one-stop provider for retirement plan design, implementation and ongoing administration – all geared around your strategic goals and needs.

We also customize and coordinate employee education, enrollment, and ongoing administrative and recordkeeping services. Learn about our plan offerings below or contact us for more information.

Qualified Retirement Plans

As a full-service provider of qualified retirement plans, Bankers Trust makes it our mission to provide high-quality plans with sophisticated options that don't burden your organization with administrative tasks. We have the expertise to offer a broad menu of services and support to plan sponsors, from feasibility analysis and plan design to implementation and ongoing administration. Bankers Trust can act as discretionary trustee with all fiduciary responsibilities, or we can serve in more limited roles such as non-discretionary trustee, custodian or recordkeeper.

Our retirement plan relationship managers will help you design a plan that is tailored to your organization's unique needs. They will also recommend 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

The stringent regulations governing 401(k) and other qualified plans may make it difficult to provide executives and highly compensated employees with meaningful opportunities for tax-deferred savings. One solution may be a non-qualified retirement plan, which allows you to provide a number of additional benefits to your key employees without jeopardizing the qualified status of your company's 401(k). For example, some non-qualified plans allow selected 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.

There are numerous ways that non-qualified plans can be structured and funded. Our retirement plan relationship managers will analyze your company's needs and recommend appropriate strategies. We will then implement that strategy and provide ongoing administrative support.

Connect with a Relationship Manager

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

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​Hear from our experts through e-newsletters and our other publications.

Newsletter
Investment Insight Newsletter

Publications
Bankers Trust Annual Report
LEAD Magazine

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
Retirement Plan Services | Bankers Trust Wealth Management