Everyone wants to save on taxes and live comfortably in their retirement years. At South Valley National Bank we have the products, services and expertise to help you and your employees achieve retirement goals. Whether it be an IRA Rollover Account, a bundled 401(k) plan with participant direction of their investment funds, or an account professionally managed by investment professionals, we have the program to meet your needs. Explore some of the areas where we can help:

Bundled Defined Contribution Services

It is never too early to start retirement planning and saving for that day when you are no longer working. South Valley National Bank can help you analyze your needs and select a retirement program that will provide your company with a state-of-the-art plan from start to finish. We can serve as trustee of the plan to provide technical expertise, monitoring and local service on an ongoing basis.

IRA Rollover Accounts

After you have saved that nest egg for retirement, you will need to decide how and when you are going to receive your benefits and how they should be paid out upon your death. Our Employee Benefit Department can help you invest your retirement money so that it meets your needs and coordinates with your overall estate plan. We will also determine when and how much you will need to take out upon reaching your minimum distribution age and what is the most advantageous way to receive your distribution. We can provide the expertise and flexibility needed to customize your IRA account to meet your objectives.

Investment Management Services

No matter what type of retirement account you have, our Investment Management Department can implement an investment program that will meet your needs and objectives. We will monitor your portfolio on a regular basis to ensure it is consistent with your established guidelines and make any adjustments necessary to respond to changes in your objectives or situation. Our goal is to consistently meet or exceed your investment expectations, working within predetermined investment guidelines.