In a tight and competitive labor market, it’s important to build a leading employee benefits program while balancing the needs of your business. At Waukesha State Bank, our Wealth Management team helps you achieve both, with strategic solutions that help you maximize your results and simple, easy-to-embrace opportunities for your team to plan for their futures. Strategies for you, security for them.
Plan on Support.
Our team will work with you to design a retirement plan that is customized to meet your needs. Both you and your employees can benefit from our comprehensive services, including:
- Plan design and document creation
- Open architecture investment design
- Recordkeeping, including reporting, testing, and compliance services
- Distribution and tax services
- Employee education services including individual and group meetings
- Financial wellness assessment checkups that extend beyond the retirement plan
We encourage plan participants to call us directly with questions about their retirement savings plan. We are happy to discuss their plan, as well as their financial goals and personal action plan.
Learn more about our retirement plan services. Connect with our Wealth Management team today!
Call (262) 522-7400 or toll-free (855) 591-2950, or email WealthManagement@waukeshabank.com.