Retirement Plan Services
A tax-favored retirement plan is a highly valued employee benefit. ENB’s Money Management Group can assist you in selecting and implementing the right plan for you, or provide you with a turnkey solution for your existing plan. The clients of ENB’s Money Management Group benefit from experienced retirement plan managers, a large array of retirement plan services and product options, and the type of customer service that comes from a community-based organization.
The Money Management Group Experience:
- Over 30 years of retirement plan services experience.
- Work with professionals who have orchestrated services to more than a thousand retirement plans with assets in excess of $2 billion.
- Manage profit-sharing plans and pensions and provide full-service administration for 401(k) and 403(b) plans.
- Offer full-service retirement plan consulting and reporting capabilities.
- Your plan will be completely turnkey after initial set-up. Our staff, to save you time and ensure that your plan remains compliant, will handle all employee communications and regulatory notices.
- Conduct regular analysis of your account ensuring you have continued long-term performance and suggest ways to improve performance when applicable.
- Offer flexible options with a variety of retirement plan services, products, and providers for you to choose from.
Because our Money Management Group is a division of Ephrata National Bank, we are focused on making sure you “feel the difference” when you work with us. As a member of your community, our accountability to you isn’t just in the office – it’s at the grocery store, the post office and throughout the neighborhood!
As part of your retirement plan package, you will receive:
- A personal point of contact at Money Management Group (your plan manager) with the authority to act immediately on any plan changes you may have.
- A dedicated website for your plan so you and your employees can access their information.
- Investment and retirement guidance for your employees.