Employee Retirement Plans	NOT A DEPOSIT. NOT FDIC INSURED. NO BANK GUARANTEE. MAY GO DOWN IN VALUE. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

Most non-profit organizations today have found that in order to be competitive with for-profit companies in attracting and retaining top employees, they must offer retirement benefits. Whitney Bank can help you set up a retirement plan that fits your budget and meets the needs of your organization and employees.

Retirement Plans

We offer a variety of retirement plans, including:

• 403(b) plans
• 457 plans
• 401(k) plans
• Profit sharing plans
• Defined benefit plans

Retirement Plan Benefits:

• The flexibility to custom design a plan to meet your specific needs or provide a low-cost prototype plan if your needs are more general.
• Easy plan administration with Whitney Bank serving as Trustee.
• Customized educational programs and enrollment materials to help you maximize plan participation.
• An experienced team of retirement plan professionals and investment managers.
• A wide choice of mutual funds and fund families from which you and your employees can choose.
• Employee access to different types of media (telephone, Internet, hard copy) for account information, transactions and planning.
• Flexible fee structures and arrangements