Business Banking


 

Retirement Plan Services

A business owned and operated by a single person or a family will have significantly different needs than those of a corporation employing dozens or hundreds of people. For example, the administration of a pension and profit-sharing plan might overwhelm a small owner operated business; however, a Simple IRA would enable this type of business to not only reap retirement savings but at levels above those of traditional IRAs. Correspondingly, the corporation would gain significant benefit from a profit-sharing plan, with its tax advantages* and built-in employee incentives. Regardless of your business, Cadence can guide you toward the benefits that suit your situation best. These include:

  • Pension plans
  • Profit-Sharing plans
  • 401(k) plans
  • IRAs
  • Simple IRAs
  • Trustee and Administrative services
  • Participant record keeping
  • Governmental filings


 

Choosing the right plan involves careful decision-making. Contact us at 1-800-698-7878 or (662) 329-6560 for a no-obligation meeting with one of our Retirement Planning Specialists to discover how we can help you with your plan's investment management and administrative needs.

*Consult your tax advisor for further information.

Not a deposit - Not FDIC insured - Not insured by any federal government agency - May go down in value