Retirement Plans

Running your business is an all-consuming job that demands your undivided attention – leaving you little time to manage the complexities of your company's employee retirement plan. Our Investment Advisory Group provides you with the professional resources needed to create, implement and manage strong, secure employee retirement solutions designed to attract and retain top-quality personnel.

Leave your employee retirement plan to a trusted adviser

Sponsoring an employee retirement, profit sharing, or 401(k) plan comes with a set of strict fiduciary obligations. We make it our job to ensure that these obligations are met. Our Investment Advisory Group partners with John Hancock USA – the number one full-service provider of 401(k) plans – to customize and administer a plan that best meets your employees' needs. We hand-select the most appropriate investment options from every major asset class and diligently monitor your plan's performance to ensure a secure retirement for all participants.

Simplify each step from enrollment to retirement

Once your employee retirement plan is in place, we communicate its benefits to all employees and guide them through the enrollment process. Easy-to-understand educational material helps participants identify their retirement goals and work toward them. Onsite training sessions enable them to define their contribution level, risk tolerance, allocation strategy and investment selections. An interactive website with online retirement planning tools makes it easy for employees to monitor and modify their investment accounts, keeping them on track through every stage of life.

Investment services are Not a Deposit Product, not FDIC insured, not guaranteed by Enterprise Bank, not insured by any government agency, and may lose value.

To speak with one of our trusted advisors about your needs, call 978-459-9000 or Contact Us