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Employer-Sponsored Retirement Plans

Deciding on 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. 

Please note: appointments are currently being conducted by phone.

Employer-Sponsored Retirement Plans:

  • 401(k) Plans- Offer your employees tax advantages now, and savings in the future.
    - Micro Model - Ideal for small to mid-size businesses; customizable, single-fee plan
    - Comprehensive Model - Full fiduciary responsibilities, extensive plan investment options
  • 403(b) Plans - A retirement savings plan for not-for-profit organizations.
  • Solo 401(k) - Own a business? Maximize your savings and tax deduction potential.
  • Pension/Profit Sharing Plans- Choose the best retirement plan for your employees.

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Team of Advisors

We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

 
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Regular Reviews

We will meet with you regularly to review your business strategy, making adjustments based on changes in your life.

 

Discover the CNB difference.

As the only local, full-service, community-owned financial institution in the Greater Rochester Area, that offers a full range of banking services, including personal and commercial banking, trust and investment services, and insurance and payroll services. As your business grows and changes, we will be there with a full range of financial planning products and services—including succession planning, custodial services, health savings accounts, employer-sponsored retirement plans, WorkPlace Banking, and more.


This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.