Retirement Plans

Find Retirement Plans and Resources

Participating in a plan is the first step toward planning for a more secure future.
half circle logo
half circle logo
two people looking at paperwork

Retirement is a journey.

You set your destination through goals that are important to you. We are beside you to provide guidance along the way. Is your retirement plan right for you? Are you leveraging strategies to help you maximize Social Security and other benefits after you retire? Will you have enough income to do the things you want to do in retirement?

Our mission is to help you navigate a complex financial world so you feel comfortable when you look ahead to your golden years.

Individual Retirement Options

Participate in a 401(k)

Participate in your company's 401(k) or other employee retirement plan.

Important stops along the way to retirement include:
  • Determining savings levels
  • Choosing the right investment mix
  • Deciding when to reduce risk in your investment portfolio
  • Assessing retirement readiness and ultimately selecting a safe withdrawal rate
Access your employer retirement plan administered by Bell Bank’s retirement division here.

Individual Retirement Accounts (IRA)

Plan now for a secure retirement. See if an IRA is the right plan for you.

Individual retirement accounts (IRAs) help clients plan for a secure stream of retirement income. If you have changed jobs, retired or need to consolidate retirement funds, a rollover into an IRA can provide you with important investment and tax benefits.

  • If you have retired or undergone a job change, we can help you evaluate whether rolling your existing retirement funds from your previous employment into an IRA is the right choice for you. A direct rollover to an IRA provides you with important benefits:
  • No immediate taxes or penalties
  • Continued tax-deferred investment returns
  • Expanded investment choices

Our Services

  • Establish new IRAs – including Traditional and Roth
  • Tax-deferred method of saving
  • Continued tax-deferred investment returns
  • Expanded investment choices

When you open an IRA with us, you'll receive additional benefits as well: 

  • Personal consultations on new IRAs, rollovers and consolidating accounts
  • Asset allocation and investment management by our investment management team
  • Open architecture providing you access to a wide range of securities
  • Credentialed professionals who are accessible – we actually answer the phone!

Contact Us

Questions on your 401(k)? Call the retirement plan service center at 855-225-2355.
Questions on your IRA? Call customer service at 800-450-8949.

Retirement Insights



Economic Outlook

Read our latest Economic Outlook from Greg Sweeney, Bell Bank’s chief investment officer.

An elder couple meeting with an consultant


Tips to Save for Retirement

The idea of saving enough money for retirement can seem intimidating – but it doesn’t have to be.
Individuals looking at computer


2024 Annual Tax Planning Limits

Use our tax limits cheat sheet as your blueprint to help build out an efficient and effective tax plan for 2024.
photo of man smiling

Plan Sponsors

Our team of industry experts will provide you with exceptional service and highly personalized plans. See our business retirement options and resources. 

Investing and wealth management products are: not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.