Meeting Retirement Goals, Together

The men and women you employ play an integral role in the success of your business. Provide them with a first-class, employer-sponsored retirement plan that will empower them to reach their post-career goals.

From executive-level packages to individual plans, our retirement specialists can help find the perfect fit for your team.

  • 401(k) Plans
  • Profit-Sharing Plans
  • Defined Benefit Plans
  • Non-Qualified Retirement Plans

The SouthWest Bank Difference

At SouthWest Bank, we have a calling to do more. Which is why we’ll be there to support you every step of the way—from plan creation to implementation and beyond.
Our team of retirement planning specialists will provide on-site education, enrollment services, and complete ERISA and regulatory compliance to ensure confidence and peace of mind. Comprehensive benefits packages through SouthWest Bank also feature:

  • Web-based platform with 24/7 sponsor and participant access
  • All-inclusive trustee services and plan administration
  • Flexible prototype plan documents

Certain investment products, including stocks, bonds, mutual funds and exchange traded funds (ETFs) are not FDIC insured. They are not an obligation or deposit of, nor guaranteed by, SouthWest Bank. These products may involve investment risk and may lose value.

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