Business Retirement

Building a Bright Future for Your Employees

As a business owner, you understand the value of great employees in driving the success and growth of your business. Offering a comprehensive retirement plan is not only a powerful way to attract and retain top talent but also demonstrates your commitment to supporting their long-term financial security. As a Financial Advisor of COUNTRY Trust Bank and Registered Representative of COUNTRY Capital Management Company, I can work with you to explore small business retirement plan options, ensuring that you provide the benefits your employees need to build a successful future.

Benefits of a Business Retirement Plan

COUNTRY Trust Bank has a rich history of managing investments since 1971, and we bring seasoned expertise to the selection of mutual funds for your retirement plan. With us, you have the flexibility to choose the investment options for your plan or rely on our professional guidance. A business retirement plan not only enhances employee job satisfaction and productivity but also offers advantages for both your business and your employees. Depending on the plan type and your business situation, benefits can include tax deductions for matching and non-elective contributions, a special three-year tax credit for qualified small employers setting up a new plan, an easy option for employees to build a nest egg for retirement, and the potential for tax-deferred contributions and earnings for participating employees.

How We Can Help

At Country Financial - Goergen Agency, we differentiate ourselves by offering personalized service that includes one-on-one meetings with your employees to help them understand the retirement plan and complete enrollment forms. We are dedicated to creating customized retirement plans tailored to your unique needs, and our COUNTRY Trust Bank plan specialists will work closely with you to ensure your plan accomplishes your goals. We also handle government reporting requirements, simplify compliance tasks, and take care of recordkeeping duties, including daily valuation, distribution reporting, participant statements, and more. Our comprehensive process makes offering a 401(k) plan easy, affordable, and flexible for businesses of all sizes.

Partner with professionals you can trust. With COUNTRY Trust Bank, you gain the expertise and experience of a reputable retirement plan administrator that has been serving businesses since 1971. Our commitment to exceptional customer service, coupled with our comprehensive range of investment management, retirement, trust, and planning services, has earned us the trust of countless satisfied clients. Let us guide you through the process of building and maintaining a retirement plan that suits your business's unique needs, allowing you to focus on what you do best – running your business.

Contact us today to discuss your business retirement plan needs and discover the peace of mind that comes with partnering with a trusted professional in retirement plan administration.