Retirement Plan Services

Retirement Plan Services Overview

How can we best serve your business and retirement plan needs of your employees?

First, we listen and learn.  Our team gets to know you, your company, your goals and your challenges.  Then our Retirement Plan Specialists deliver a full-service, competitively priced plan to help you and your employees achieve retirement readiness.

Why Ultrimal Investment?

We build meaningful, long-term partnerships with business owners and executives who depend on us for professional, local support.

Administering, funding and managing corporate retirement plans can be complex, but our goals for you are simple: make running your business easier, your employees more secure and satisfied, your day-to-day operations smoother, and allowing you to effectively plan for the future.  It's what we have done for hundreds of companies - from privately held firms to large corporations - for more than 50 years.

Features & Benefits

  • Institutional-quality trustee services for meeting fiduciary responsibilities
  • Comprehensive, nonproprietary investment choices and continuous performance monitoring
  • A transparent "full disclosure" fee structure
  • Fully integrated retirement plan design and administration through a single source
  • Responsive service from your personal, local team of specialists
  • Assistance with new federal rules, implementing plan changes, and reporting requirements
  • Onsite employee enrollment and ongoing education and communication

Let's Talk

  • Email us
  • Call: +1 929 459 2119

Non-deposit trust products are not insured by the FDIC; are not deposits or obligations of Ultrimal Investment Bank, N.A,or any of its affiliates; are not guaranteed by Ultrimal Investment Bank, N.A. or any of its affiliates; and are subject to investment risk, including possible loss of principal invested.

The information contained herein is being provided as general information of an educational nature and is intended for current and prospective clients of the Retirement Plan Services Division of Ultrimal Investment Bank, N.A. Also, this information has been derived from sources believed to be accurate and reliable and Ultrimal Investment Bank, N.A. makes no representation as its' completeness and acknowledges that due to the complexity of the subject matter, relevant information is not complete. This information is not intended to be legal, financial or tax advice. For advice that is specific to your circumstances, you should consult a qualified financial, tax and/or legal advisor.


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