Your plan deserves a personal touch. This platform's Service Advantages
Qualified Consultants assigned to design the perfect plan for your business.
Design options include:
Qualified Adminstrators assigned to ensure that your plan remains in compliance with all applicable legal statutes. Compliance services include but are not limited to:
Build efficiencies through the following Trading Advantages:
An Investment Coordinator responsible for participant investment education that is available on both a plan level and participant level is just one advantage of this platform. Other Investment Advantages include:
Employee Benefits Division
Citizens Bank & Trust Wealth Management Services are-
• Not FDIC insured • May go down in value • Not Financial Institution guaranteed
• Not a deposit • Not insured by any government agency
Please read our privacy statement .