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401K Plan Services2016-11-17T14:55:36+00:00

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.   

Retirement-Client-Access

Click the link above to go to the Charter Trust Company Retirement Account System site.  You will leave the Charter Trust Company site and will be required to login to the Retirement Site with your User ID and Password.  If you have any questions about accessing this site, Please call: 603-731-8294

Recent posts by our 401(k) team

Get the Ball Rolling

November 16th, 2016|0 Comments

If you’re approaching retirement, it may seem like your hard work is almost done. You’re probably getting ready to relax and enjoy yourself. However, there are still a few more things you should do to [...]