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401(k) Plan Services

The Retirement Plan Services division of Charter Trust offers our employees, clients, and select local businesses a unique low-fee alternative to cookie cutter plans currently in the marketplace.

Our investment professionals have created a retirement plan program that balances the fiduciary, financial, and administrative burdens of the employer-plan sponsor, while satisfying the wide-ranging requirements of your employees. We can provide your company with a total 401(k) plan solution that brings together:

  • Plan design and documentation
  • Comprehensive record keeping and administration
  • Investment recommendation and oversight
  • Assist with the creation of your Investment Policy Statement
  • Compliance reporting
  • Employee enrollment and an array of education
  • Cost-effective, burden-free process
  • 24/7 state of the art website

A complete retirement plan service is now available from Charter Trust Company.