401(k) Plans

For 401(k) plans with 100 or fewer participants and $25 million or less in assets, it can be challenging to find cost effective and independent investment-management and administration services. Focusing on enhancing your 401(k) plan’s value, AMG National Trust Bank tailors investment options to your specific employee base. AMG uses only best-of-breed investments, including no-load mutual funds, fixed-income offerings and cash equivalents.

AMG delivers customized solutions for small- and mid-sized 401(k) and retirement plans. Services include plan design and documentation, third-party administration, best-of-breed investments, and on-site education and enrollment seminars.

Investment products: Not FDIC insured • No bank guarantee • May lose value