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401(k) and Retirement Plans

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NBT Financial Group offers employee benefit plans that meet the needs of businesses, large and small. Options include:

  • Profit Sharing Plans
  • Money Purchase Plans
  • 401(k) Plans
  • Defined Benefit Plans
  • Traditional IRAs
  • Roth IRAs

Our prototype plan and trust documents are applicable to both corporate and non-corporate entities. We will assist customers who want to draft customized plans and trust documents. We also offer enhanced services, including:

  • Separate participant directed accounts with consolidated statements
  • Administration and Participant Recordkeeping
  • Benefit Payouts, Tax Withholding and Reporting
  • Standardized Forms
  • Employer/Employee Group Meetings
  • Advisory Newsletters

 

Talk to your NBT Financial Group representative today to book an appointment.