www.bncbank.com

Wealth Management - ESOP & Retirement Services

BNC National Bank provides comprehensive retirement planning and ESOP services to meet its clients’ retirement planning needs.  We work closely with business owners to design and administer a retirement plan best suited to the company with a strong focus on providing tax efficient retirement planning solutions. Whether you're a wage earner, self-employed or the head of your own company, the BNC Wealth Management Team can develop and administer a retirement plan for you, your business, and your employees. 

 

The BNC Wealth Management Team helps clients manage retirement plans to meet business objectives while concurrently working within the guidelines of the plan and trust documents, ERISA, and other federal and state fiduciary laws.  BNC serves as trustee or custodian for more than 225 qualified retirement plans, spanning a wide range of industries.  Our clients have plan assets ranging from $25,000 to $40 million, with participants ranging from 1 to 800. The majority of our plans have under 200 participants and under $1 million of assets.

 

 

 


Want more information?  It's Easy!

Visit a local branch, Fill out a Contact Us form and a wealth management specialist will contact you, or Call us at 1-800-BNC-BANK (1-800-262-2265).