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.

Customer Service:

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.

To learn what our retirement plan consulting can do for your business, contact us at (717) 733-6576 or (877) 773-6605 or complete this form.

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Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested.

Fees for Ephrata National Bank’s Money Management Group services are based on the degree of responsibility assumed by the department, the market value of the assets assigned to the account and the amount of income earned. In most cases, fees may be deductible for income or estate tax purposes.