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Retirement Plan Services

Your employees rely on you to provide retirement plans and services that will meet their needs now and later in life. As an employer, you want to provide them with the best benefits plan you can.

TD Banknorth Wealth Management Group offers you a customized solution built on a wide range of investment options that give your employees the flexibility of a diverse group of fund families.

After walking you through the initial process of setting up a retirement plan, your retirement plan advisor can act as the plan fiduciary, offering valuable trustee services that remove liability from you and your company's administration. Our retirement plan advisors are adept at understanding the unique needs of each client. Through daily valued 401(k) plans, balance forward 401(k) plans, pension plans and profit sharing plans, we can prepare a retirement plan that is appropriate for your business today and flexible enough to meet your needs in the future.

We can also assist your participants with a comprehensive account services package. This includes an 800 number, a voice response system and online retirement plan access that allows employees to view account information, conduct transactions and utilize valuable educational tools and information. We also provide in-house seminars and educational literature to ensure that your employees are educated about their plan and motivated to fully participate.

Services

  • Full plan consultation
  • Review of existing or new plan investments
  • Review of prior enrollment practices
  • Trustee services
  • Full government reporting services
  • Record keeping services
  • Online account access

Contact Wealth Management

To learn more, please call us at 800-871-8101 or e-mail us at Wealth_Management@TDBanknorth.com.