About News Locations Associates Careers Contact
Account Access  
Business Banking Consumer Banking Trust & Investments Mortgage
Account Access
Retirement Plan Participants
Private Investors
 
Important Links
Wall Street Journal
Google Finance
Yahoo! Finance
Morningstar
ValueLine
 
Trust & Investment
Investment Management
Fiduciary Services
Retirement Plans
Trusts & Estate Planning
IRAs
Financial Planning
Investment Services
WoodTrust.com > Trust & Investment > Retirement Plans
 
Retirement Plans

More than ever plan sponsors are embracing the responsibility of providing a high-quality retirement plan solution to their eligible employees. Retirement plan benefits can be an important component of an employee’s compensation program and employers need to partner with a provider they can trust. WoodTrust Bank is that provider.

The WoodTrust Retirement Plan Services Team provides a highly-customized retirement plan solution for plan sponsors – a solution that is completely independent and objective. As a fiduciary, plan sponsors can take comfort in the fact that our loyalties lie first and foremost with plan participants and there are no hidden agendas in the process of implementing their retirement plan program. WoodTrust's fully-bundled retirement plan solutions are serviced by a dedicated and experienced relationship management team, both throughout the conversion process, and on-going operation.

Learn why "Your Retirement is Unique..."

Consulting Services

  • Plan sponsor consultation
  • Independent and objective process
  • Institutional Mutual Fund program
  • Asset allocation portfolios
  • Experience and discipline
  • Investment Policy Statement
  • No revenue-sharing or kickbacks
Participant Services
  • Comprehensive education program
  • Customized retirement planning
  • Participant-friendly presentations
  • Web-driven research
  • Branded Internet portal
  • Plan participant Internet access
Fiduciary and Administrative Services
  • Discretionary trustee and fiduciary services
  • Plan sponsor consultation and design services
  • Daily valuation recordkeeping
  • Accurate and timely compliance administration
  • Plan sponsor Internet account access
  • Custody, payment, and reporting services
  • Minimize plan sponsor burden through technology
  • Detailed Service Agreement

 
Not FDIC Insured - No Bank Guarantee - May Lose Value
 
Business Banking Consumer Banking Trust & Investments Mortgage About News Locations Associates Careers Contact Search
Copyright © 2008 WoodTrust Financial Corporation. All Rights Reserved. Privacy Policy Member FDIC
Notice: If you are leaving a WoodTrust website and going to a third party site, that site may have a privacy policy different from WoodTrust and may provide less security than this WoodTrust site. WoodTrust and its affiliates are not responsible for the products, services, and content on the third party website.