Retirement Savings Solutions

Few of us want to work forever, that’s why retirement savings is a must. 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) for marketable securities
  • 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 drafts.

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

Contact us at 1-800-275-7850 to learn how a personalized retirement plan can help to secure your financial future.

© 2017 Cadence Bank. Cadence Bank, N.A. Member FDIC    Equal Opportunity Employer NMLS#525022 Equal Opportunity Lender


Dear Customer,

As you may be aware by now, Cadence Trust is changing accounting software.  As a result, you will be directed to a new site effective July 1, 2017, to access your Trust Account information.  The current site will remain in effect until the end of July to allow you time to download any information you wish to retain prior to the conversion.  If you should have any questions, please contact your account administrator.