Retirement Plans
Whether you are a business, organization or an individual, Security National Bank is prepared to assist you by providing a plan which can be designed just for your needs. Our trained and experienced professionals are committed to providing top quality, personalized service.
Security National’s local ownership means local decision making, giving us the ability to be flexible in customizing services to meet your individual needs. The Investment Management & Trust Service Division’s Employee Benefits Department is recognized as a regional leader in the field of Retirement Plan services. Let Security National Bank concentrate on your retirement plan so you can concentrate on your business.
Take a closer look at Retirement Plan Services.
For more information, contact the Wealth Management Division at (712) 277-6586 or (800) 475-4468.
Business Retirement Plan Services [BACK TO TOP]
A secure retirement plan can benefit both you and your employees. A well drawn plan provides incentives for top personnel and helps your business or organization attract and retain quality employees. In addition, contributions your company makes to your employees’ accounts and other plan expenses, paid by your company, may be tax deductible.
Security National Bank offers a variety of retirement plans, based on an IRS-approved prototype plan and customized through an Adoption Agreement, to fit your company’s or organization’s special needs. The type of plan you choose will depend on your goals, the amount of money you can afford to contribute, and the age and years of service of your employees. Our Investment Management & Trust Services, Employee Benefits Department staff will help you develop the plan suited to your needs. The following qualified retirement plans are available:
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Defined Contribution Plans
- Profit Sharing Plan (with or without 401(k) options)
- Money Purchase Pension Plan
- Target Benefit Plan
Defined Benefit Plan
- Investment Management/Trustee
Plan Services
- Trustee/Investment Management
- Plan Administration
- Custodial
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These plan services include administration, in-house record keeping for participants, using either balance-forward accounting or a daily valuation system with telephone and internet transfer capabilities. We utilize no load, institutional class, mutual fund families for self directed and managed pooled accounts. Whatever type plan you choose, you know we are here to provide the top-quality, personalized service our customers deserve, appreciate and expect from Security National Bank’s Wealth Management Division.
Let Security National Bank concentrate on your retirement plan so that you can concentrate on your business or organization. Contact one of our qualified retirement plan administrators at (712) 277-6586 or (800) 475-4468 to inquire further about our services.
IRAs/Rollover IRAs [BACK TO TOP]
Whether yours is a traditional IRA, a Roth, or a rollover from a qualified retirement plan, such as a 401(k), Money Purchase Pension Plan, Defined Benefit Plan or the like, you have worked hard for your money and have invested wisely.
Security National Bank offers investment management services to meet your needs. Whether you want to make your own decisions, or turn the management of your investments over to an investment professional, one of Security National Bank’s Account Managers can help.
If you will be receiving a lump sum distribution, or simply want to turn the management of your IRA over to an experienced investment management team, call us soon to arrange an appointment. There are both tax and investment issues that you will want to explore thoroughly.
One of our account managers will meet with you to chart an investment strategy that you are comfortable with and which will meet your goals and objectives. We will make recommendations about asset allocation and suggest appropriate holdings for your IRA portfolio. Once the plan is created, we will manage your account consistent with the parameters you have established.
Contact one of our qualified Account Managers at (712) 277-6586 or (800) 475-4468 to discuss your IRA or IRA rollover options.
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