Small Business Retirement Plans Administration & Advising
Centier Investment Services provides plan administration and advisory services to small and mid-size businesses offering employee-sponsored retirement plans. With experience managing and administering ERISA and non-ERISA plans, we service all types of profit sharing and qualified small business retirement plans.
Plan Options for Small Business
401(k)/403(b)
401(k)/403(b) RPS offers business owners and plan sponsors a comprehensive selection of retirement plan programs — from bundled trust plans to Broker-dealer plans utilizing national and local record keepers and third-party account administrators (TPA).
SEP IRA
SEP IRA For sole practitioners or small employers who want to set up a cost efficient, easy-to-administer retirement plan, a Simplified Employee Pension (SEP IRA) offers many advantages. We can sit down with the business owner and the management team to analyze the best options and recommend appropriate solutions for retirement accounts.
Simple IRA
Small businesses who want to start a retirement savings plan may choose the SIMPLE (Savings Incentive Match Plan for Employees) IRA plan. It provides advantages for both employees and employers to contribute on a tax-deferred basis while enjoying the benefits of compounding their long-term savings.
Meet Our Team
Experience what makes Centier the bank of choice in Indiana. Contact Centier Investment Services today!
Disclosures
Check the background of this investment professional on FINRA’s BrokerCheck.
Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600
Centier Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com