Retirement Services 

Retirement plans should be as unique as your business. Let our retirement specialists tailor a plan to meet those needs. Complex or simple, new or existing, small or large, we have the right plan for you.

If you are interested in starting a plan, looking for an objective review of an existing one, or have questions regarding plan administration or investment solutions, we will take the time to understand your business goals and strategy. Let us give you the advice you'll need to develop a strong retirement program.

Retirement Solutions

Plan Administration
Defined Benefit
Individual 401k
SEP IRA
Simple IRA
Profit Sharing
401(k)
403(b)
© 2013 CertusHoldings, Inc. All Rights Reserved. Deposit products offered by CertusBank, N.A., Member FDIC. Equal Housing Lender.


Securities and Insurance Products are NOT Insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, are NOT a Condition to Any Banking Service of Activity, and MAY lose value.

Financial Advisory services offered through CertusInvestment Advisors, LLC (“CIA”).

Securities Brokerage, Insurance and Investment Banking services offered through CertusSecurities, Inc. (“CSI”), Member FINRA and SIPC. C-Direct is the marketing name for a discount brokerage platform offered by CSI. C-Direct customers are not provided nor given investment advice through CSI or CIA. Brokerage accounts for CSI and CIA clients are carried with National Financial Services LLC, a Fidelity Investments Co., member NYSE, SIPC or Charles Schwab & Co. Inc., member SIPC.

Fiduciary and custody services may be offered through CertusWealth Trust (“CWT”) or Advocacy Wealth Trust ("AWT"), divisions of CertusBank, N.A., or a third party entity. Custody services for CWT and AWT are provided under agreement with Reliance Trust Company. Brokerage services for CWT and AWT accounts are provided through ConvergEx Execution Services, LLC (member NYSE, FINRA, SIPC) or CSI.

CertusBank, CSI and CIA are subsidiaries of CertusHoldings, Inc. CertusWealth, CertusInvestment Advisors, CertusSecurities, CertusBank, CertusWealth Trust and the Certus logo are trademarks of CertusHoldings, Inc.

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