Corporate Retirement Planning Services
Elite Trust Group offers a wide variety of retirement plans1 for employers of all sizes. Our knowledgeable consultants can help you determine the right plan and features to meet both your corporate objectives and your employees’ retirement savings goals.
- 401(k) for Private Employers
- 403(b) for Non-Profit Entities
- 457 Plans for Government Entities
- ESOPS/KSOPS
- SEP/SIMPLE IRAs
- Defined Benefit Plans including Cash Balance
- Fee Analysis and Benchmarking
Elite Trust Group at Work
Elite Trust Group at Work2 is exclusively designed to offer your employees a comprehensive suite of banking services, along with access to financial experts they can trust to help them better manage their money and prepare for a sound financial future.
- Elite Trust Group at Work Checking Account
- Special Offers including complimentary checks and safe deposit box
- Discounts on loans and other services
- Savings programs for short and long term goals
- Financial Wellness Education on a variety of topics
As a Elite Trust Group at Work company, we’ll add value to your company benefits package – at no cost to you.
Health Savings Accounts
For you: A high-deductible health plan may lower premiums for your business. Elite Trust Group can help your business migrate to such a plan while giving your employees a tax-advantaged way to save and pay for qualified medical expenses.
For your employees: A Health Savings Account allows individuals with a High-Deductible Health Plan (HDHP) to pay for qualified medical expenses like prescriptions, co-pays, dental care, eye care and more. Contributions earn interest and may help you save on taxes3. Not only will any contributions to the account roll over from year to year, but the money you save will be available at any time. We make it easy to access these funds with our HSA Debit Card.
For your employees: A Health Savings Account allows individuals with a High-Deductible Health Plan (HDHP) to pay for qualified medical expenses like prescriptions, co-pays, dental care, eye care and more. Contributions earn interest and may help you save on taxes3. Not only will any contributions to the account roll over from year to year, but the money you save will be available at any time. We make it easy to access these funds with our HSA Debit Card.
Get Started
Get Started
Important Legal Disclosures and Information
- Offered by Elite Trust Group Retirement Plan Services, a d/b/a of Elite Trust Group Advisory, Inc.
- Subject to account approval, your employees are eligible for the Elite Trust Group at Work Benefits Package while employed at your company. Benefits are subject to change upon employee termination. All loans are subject to credit approval. Contact a banker for full details about the Elite Trust Group at Work account
- Consult your tax advisor concerning tax deductibility.
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