Business Employee Retirement Services

From just a few – to a few dozen – your employees mean a lot to the future of your business. Help them build a strong future of their own with Amarillo National Bank's complete range of retirement solutions. We can blend the investment flexibility your employees want with the cost-effectiveness and administrative ease you need. You can rely on the support and expertise of the nation's largest independently owned bank to do our utmost for your employees.

ANB offers integrated and efficient retirement-plan solutions spanning the full spectrum of asset classes, investment styles and fund types – including a broad array of mutual funds, without loads or commissions. We can act as Trustee, Custodian or Agent on your behalf. As Trustee or Custodian, we can assist you with plan design, documentation and loan administration. We can also help you stay on top of governmental regulations and requirements, with Employee Retirement Income Security Act (ERISA) compliance consulting, discrimination testing, IRS reporting and more.

But we don't stop there. ANB will help you connect participating employees with the tools and information they need to plan for a secure retirement. Our innovative employee communications program includes on-site enrollment meetings, enrollment kits, payroll stuffers, fund fact sheets, investment education, and quarterly account statements. And of course, there's always convenient online and toll-free phone access for account information.

Our Employee Retirement Services include:

• Employer-Sponsored Retirement Plans
  • 401(k) plans
  • Profit-sharing plans
  • Defined-benefit plans
  • Cash-balance plans
  • Money purchase plans
• IRAs