Providing a retirement plan is an important way to attract and retain top talent, but managing one can sometimes feel overwhelming. At Capital Bank, our Retirement Plan Specialists simplify the process, helping you design and implement a plan that fits your business.
We walk you through every step, from plan structure and investment management to record-keeping and compliance testing. With full in-house administration and personalized support, we’ll help you create a retirement plan that works for both you and your employees.
All retirement plans are planned, designed, and implemented specifically to meet the needs of your business and employees.
Our Retirement Plan Specialists are very active in the local business community and aware of the unique needs of local businesses and their employees.
We do not outsource the administrative support you require, including tax reporting and annual filings.
Our Retirement Plan Specialists provide enrollment and educational kits, ongoing required participant notices, and on-site individual employee meetings to help them make important savings and investment decisions.
Contact a Retirement Plan Specialist today to get started!