Find Retirement Plans and Resources

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 (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!