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Corporate Retirement Plans

Our employee benefit expertise allows us to design a retirement plan that fits your goals and financial plan. Whether you are a business owner or employee, we can help you implement a strategy to minimize your tax liability and maximize your income potential. We offer a complete retirement package:

401K Open Platform Program

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  • Set up payroll and census file transfers with our TPA (Third Party Administrator) who will provide record keeping services
  • Set up ACH (Automated Clearing House) transfers for the funding of all contributions
  • Conduct employee education meetings
  • Provide Internet access and a Voice Response Unit to employees
  • Prepare quarterly statements and an annual review of all fund performance
  • Analyze all funds for fiduciary compliance and recommend retention or replacement
  • Consultation with the Employer to determine HR (Human Resource) goals and corporate needs
  • Assist in the plan design and development of the plan document
  • Select a comprehensive list of investment choices that have been approved by The Bank of Missouri
  • Develop risk tolerant models based on the investments selected
  • Develop an Investment Policy Statement specific to the employer’s plan

Customer Service & Education

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  • Local service that understands the community and your employees
  • Provide the employee education meetings when and where you need them
  • Time utilized to answer employee questions
  • Customizable education materials
  • Annual update on plan options, funds, etc.

Fund Choices

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  • American Funds
  • Fidelity
  • Vanguard
  • Pimco
  • American Century
  • T. Rowe Price
  • AIM
  • J.P. Morgan
  • And many more

Employer Internet Site

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On your employer web site you can rest assured you are on a secure connection. There you can:

  • Check balances by participant or at total level
  • Review census information
  • Make changes to personnel data
  • Run demographic style reports
  • Research participant usage of fund options
  • Check balances by source of funds
  • Code the employees by different locations

Participant Internet Services

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Your employees will be pleased with the resources our program offers. They can access a secure web site to:

  • Check balances by fund or source
  • Move money by dollar amount or percentage
  • Change future contribution allocations
  • Make loan models if the plan allows
  • Change PIN (Personal Identification Number)
  • Run financial planning calculators
  • Research funds through several on-line resources
  • Access retirement planning self help education systems