Investment services for every step of the way.

Helping You Save For Retirement 

Few of us want to work forever. That’s where retirement savings come in. Saving early and consistently enables you to build the wealth you will need to retire on your terms. Cadence Bank offers a number of options, from simple to complex, to help you plan for retirement and then save for retirement. 

Retirement Savings Solutions

Our retirement solutions team has the knowledge and expertise to design and administer many plan types, including:

  • 401(k) plans (traditional, safe harbor, Roth and simple)
  • Individual retirement plans (traditional, Roth and simple)
  • Self-directed IRAs (traditional and nontraditional asset classes)
  • Profit sharing plans
  • Pension plans
  • Employee stock ownership plans (leveraged, non-leveraged and non-qualified)

This group also can set up monthly distributions to be deposited directly to your checking account from any bank, can withhold federal income tax upon request and can establish monthly contributions through bank draft.

Rely on our retirement savings advisors to help you understand the options available to you so you can make educated decisions.

 

Contact us to learn how a personalized retirement plan can help to secure your financial future.

Contact a Wealth Services Specialist Today
800-395-8890
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Your Life. Your Plan.

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