Retirement Plan Services

Retirement Plans Retirement plans play a significant role in your corporate recruitment and retention activities. AMG National Trust Bank can help you offer high-quality retirement plans with diverse, independent best-of-breed investment options. Our approach is vastly different from other plans, which are dominated by proprietary investment products that give participants limited investment options and returns that don’t always justify the hidden investment costs.

If your company, practice or firm provides qualified, nonqualified or IRA benefits for owners or employees, you should consider AMG’s custodial, trustee and independent investment management services. We can advise you on plan design, help you structure best-of-breed investment options for participants, and act as the plan’s fiduciary and third-party administrator. Using our convenient, flexible services, you can potentially reduce your fiduciary responsibility, minimize your administrative burden and increase both plan participation and satisfaction.