Washington Trust Bank provides a wide array of retirement financial services, including corporate trustee, custody and investment management for qualified retirement plans and individual retirement accounts (IRAs). We offer consulting on plan design to sponsors of these plans in addition to the administration and documentation.

Our highly experienced Employee Benefit Officers are knowledgeable and experts in creating retirement plans to meet company and individual goals and objectives. After meeting with you to better understand your specific needs, we can professionally design a plan customized to your company and individual participant needs:

• 401 (K) salary deferral plans

• Money-purchase Pension Plans

• Defined-Benefit Pension Plans

• Simplified Employee Pensions (SEP)

• Employee Stock Ownership Plans (ESOP)

Employee Education

To assist employees, we provide a comprehensive employee education package that covers:

• The basics of the financial markets

• How to determine an appropriate level of risk

• How much to contribute to a 401 (K) plan to meet individual goals

What's more, our assistance does not stop after the initial meeting. We provide ongoing communication and education materials for plan participants as they work toward their goals for retirement.

When it comes to qualified plan design, administration and investment management services, depend on the professionals of Washington Trust Bank.