Retirement and Employee Benefits
Bank Services Geared to Your Employees
Cadence Bank delivers cost savings and efficient solutions for your employees’ benefits, retirement and banking needs. Plans are structured for all types of businesses, from sole proprietorships to industry-leading corporations. Our deep experience in creating and servicing these packages has grown our assets under management in the Trust group to more than $1.5 billion — the power of which we put to work for your business every day.
Your company's employee benefits package helps you attract and retain top talent. At Cadence Bank, our specialists work with you to understand what’s important to you, your business and your employees. From that solid foundation, we structure tailored platforms that strengthen your company’s retirement plans, ease administrative burdens and reward your employees. We provide competitively priced full plan administration and investment management services* for all plan types, including 401(k)s, IRAs, SEP-IRAs and Simple IRAs.
A comprehensive retirement plan supports your company’s recruitment and retention efforts. Cadence’s experienced specialists work with you to create customized, proactive retirement plan solutions tailored to the requirements of your business and geared toward long-term success.
Our products and services include:
- 401(k) plans
- Simple IRAs
- Pension and profit sharing plans
- Trustee and administrative services
- Participant record keeping
- Governmental filings
Cadence also offers Bank-at-Work, a program that lets you offer money-saving banking benefits to your employees.
Contact us to learn how our tailored retirement and employee benefits solutions can support your business and your employees. If you have an existing business banking relationship with Cadence, contact your Business Banker.
Investments and Insurance Products:
|Not Insured by FDIC||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not A Bank Deposit|
*Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cadence Bank and Cadence Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, GA, FL, MS, TN, TX.