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Welcome to Retirement Plan Services
- Plan Sponsor Access Your Account
- Plan Participant Access Your Account
- Sign up for eBal
It's Your Future.
In partnership with American Trust, we offer comprehensive and state-of-the-art retirement planning services to help you meet the retirement needs of you and your employees.
Employer Services
- Complete and comprehensive plan design expertise
We provide a retirement plan tailored to meet your business's unique needs. This comprehensive process includes a review of industry trends, an analysis of plan options and costs, and the preparation of an IRS-approved plan document.
- Timely participant statements
We ensure timely delivery of participant statements to a designated individual at your business within an established time frame.
- Complete IRS and DOL documentation
We will process all of the paperwork, including required filings and submissions.
- Complete Trustee services
As Trustee, Hometown Bank, via its partnership with American Trust, makes it easy for you to administer the retirement plans by managing trust accounting, collection of trust income, and IRS reporting requirements.
Employee Services
- Complete enrollment materials
We provide everything your employees need to take part in retirement planning, including plan documents.
- Investment options
Our easy-to-understand investment option descriptions enable participants to utilize their retirement plan options confidently and to the highest degree.
- Interactive tools and instructions
Interactive tools and a comprehensive education program aids participants in investment decisions.
- Valuable participant communication
To help your employees understand and utilize the advantages of retirement planning, we are available to facilitate employee meetings. Plus, we offer materials for use in participant newsletters.
- One-on-one financial planning
Participants can call or e-mail us directly to ask questions or to get information, or to arrange a financial planning consultation in person.
For compete information on the services we provide please contact Robb Kahl at 920-906-9301.
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