Deciding the right Employer-Sponsored Retirement Plan for your company and your employees can be made easy with Canandaigua National Bank & Trust. Our representatives are available to help you choose a plan that meets your company’s retirement needs. Once you’ve chosen a plan, we can relieve you of the day-to-day administrative tasks and reporting requirements, and also offer you a wide range of investment solutions through our Chosen™ Retirement Year Portfolios1 and The Chosen Funds®2.
Employer-Sponsored Retirement Plan Options
Offer your employees tax advantages now, and savings for the future.
Need a retirement savings plan for not-for-profit organization?
Own your own business? Maximize your savings and tax deduction potential.
Savings Incentive Match Plan for Employees.
Choose the best way to help your employees save for retirement.
Chosen and The Chosen Funds are trademarks of The Canandaigua National Bank and Trust Company. Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully.
1Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc. 2Investment options are not proprietary mutual funds and are not to be considered a recommendation of any individual security.
This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.