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Retirement


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Planning for retirement is a very important financial decision. The NB&T Trust Department has a variety of retirement We also offer employers the opportunity to work with one source to provide the plan administration, investments, compliance and education. To find out which plan matches your retirement needs call 888-895-2125.

Company Sponsored Retirement Plans
The key to selecting a retirement plan for your company is deciding which one offers the best combination of benefits and contribution costs. NB&T can help. We have extensive and valuable experience in both administration and portfolio management for qualified retirement plans. We would be happy to work with you, your attorney, and your accountant to develop a program that meets your needs and objectives. Whether you are establishing a new plan or reviewing your current benefit program, we are ready to assist you.

We provide participants internet access to their account information and most plans are valued on a daily basis.  Generally, participants are able to select their own investments from a menu of mutual funds.  This allows the individual employee to control the level of risk they are willing to take.  We also offer online investment education and advice to assist in making the investment choice.  To find out which plan matches your retirement needs call 888-895-2125.

NB&T can act in the following capacity for your company and participants:
  • Trustee of Profit Sharing, Money Purchase, and 401(k) Plans
  • Investment Agent for Trustees of Corporate Plans
  • Custodian of SIMPLE IRA

 
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