How Bell Can Help Your Bank’s Employees Prepare for Retirement

5/17/2024 12:00:00 PM

How Bell Can Help Your Banks Employees Prepare for Retirement header

Administering and utilizing a retirement plan can be complicated, and even intimidating at times for both employers and employees. But at Bell Bank, we aim to simplify that experience for retirement plan sponsors and participants.

Bell’s retirement plan services team offers comprehensive plan administration from a dedicated team of industry experts. We can help maximize your employees’ plan participation and share resources for participants to set them up for a secure retirement, all while minimizing administrative headaches for you. Here’s what we’ll provide:

Financial Education

We’ll share communications with your employees to help boost their financial confidence and empower them to make more informed financial decisions. We’ll help them understand how much they need to save for a comfortable retirement, and how small contributions can add up to large amounts over time. We’ll also break down the different plan options available to them so they know which is right for their specific situation.

Diverse Investment Options

Plan participants can choose from a wide range of mutual funds for their retirement plan, and can make elections and changes any time. We’ll help you screen these funds to find consistently performing, low-cost options, and then provide ongoing consultation and review so that you can remain confident in the choices that are available to your employees.

Useful Tools and Resources

Your employees will be able to utilize our digital planning resources to make the most appropriate investment and savings decisions based on their goals and lifestyles.

Experience You Can Trust

Our team is experienced in providing retirement solutions to plan sponsors and participants throughout the United States and in Canada. We currently administer more than 200 retirement plans with nearly 25,000 participants and $2 billion in assets. Our dedicated team has more than 150 years of combined experience, and is as serious about your employees’ retirement goals as you are.

Additionally, we provide annual plan reviews to ensure goals and objectives are met, handle compliance issues, perform objective plan evaluations, and much more.

If you want to offer a company retirement plan for your employees or switch to a new provider, contact me or your correspondent banker to get started.


Mike Kobbervig, CFP®, CEBS

SVP/Retirement Plan Services Division Manager

701-451-3033 |

Products and services offered through Bell Bank Wealth Management are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by Any Federal Government Agency

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