Retirement Plans
Find Retirement Plans and Resources
Participating in a plan is the first step toward planning for a more secure future.
Wealth Management/ Retirement Plans
Retirement is a journey.
You set your destination through goals that are important to you. We are beside you to provide guidance along the way. Is your retirement plan right for you? Are you leveraging strategies to help you maximize Social Security and other benefits after you retire? Will you have enough income to do the things you want to do in retirement?
Our mission is to help you navigate a complex financial world so you feel comfortable when you look ahead to your golden years.
Individual Retirement Options
Participate in a 401(k)
Participate in your company’s 401(k) or other employee retirement plan.
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Individual Retirement Accounts (IRA)
Plan now for a secure retirement. See if an IRA is the right plan for you.
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Contact Us
Questions on your 401(k)? Call the retirement plan service center at 855-225-2355.
Questions on your IRA? Call customer service at 800-450-8949.
Retirement Insights
Insights
Economic Outlook
Read our latest Economic Outlook from Greg Sweeney, Bell Bank’s chief investment officer.
Insights
Tips to Save for Retirement
The idea of saving enough money for retirement can seem intimidating – but it doesn’t have to be.
Guide
2024 Annual Tax Planning Limits
Use our tax limits cheat sheet as your blueprint to help build out an efficient and effective tax plan for 2024.
Plan Sponsors
Our team of industry experts will provide you with exceptional service and highly personalized plans. See our business retirement options and resources.
Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and not insured by any federal government agency.
