Retirement Plans

While the retirement plan area can seem complex, it does not have to be.  Equimark offers a full range of retirement plans and programs to meet your individual and company's needs.  Knowing that a properly structured retirement plan is one that runs efficiently, we use a combination of our market knowledge and well-integrated technology to design programs that can ease individual and employer administration.  Furthermore, we employ the same knowledge and technology in the important area of employee education.

Technology 

Equimark understands recordkeeping and administration as well as trust and custody services.  Our system gives participants and the plan sponsor daily access to information by telephone and Internet.  With continually current and precise balances, the plan sponsor gains several advantages: fast payment of terminated account balances, real time fund switches, quick quarterly and year-end reports, easy calculation of loan payments, and the allocation of investment returns.

Retirement Plan Services

  • Document Preparation
  • Recordkeeping
  • Trust and Custody
  • Employee Education
  • Investment Management