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.