Retirement Planning & Employee Benefit Plans

As an employer itself, SouthWest Bank is keenly aware of the vital role our employees play in the continuing success of our company.  We, therefore, believe it our essential duty to work proactively with employees toward achieving their retirement goals through the availability of a first class, employer sponsored retirement plan.  

For your employees, we can provide a wide variety of plans, including:

  • 401(k) Plans
  • Profit Sharing Plans
  • Money Purchase Plans
  • Defined Benefit Plans
  • Employee Stock Ownership Plans (ESOPs)
  • Non-Qualified Retirement Plans

Our web-based plans include:

  • Investment options from more than 45 well regarded fund families
  • Complete communication, education and onsite enrollment services
  • User friendly online access for both employer sponsor and employee participants
  • Comprehensive trustee services and plan administration
  • Flexible prototype plan documents (including simple plan transfers/conversions)
  • ERISA and regulatory compliance

We also offer custodial services for IRA accounts, including self directed accounts holding non-traditional investments such as mineral interests, commercial notes, etc.

For more information and a free review of your plan, Contact Us.