Employee Benefits & Investment Management
Our partner, North
Central Trust Company (NCTC) provides complete Employee Benefit
Programs and Investment Management. Established
in 1913, North Central is Wisconsin's oldest, largest and most successful
independent trust company.
Employee Benefit Programs
NCTC has a plan to meet your needs, large
or small As a business owner, you know how important it is to attract and
retain good employees. The benefit package you offer can play a big role
in the hiring process. NCTC can help you wit your employee benefit
programs including the following:
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401k Plans |
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Profit Sharing |
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Pension Programs |
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Executive Deferred Compensation Plan |
Our retirement savings programs
offer:
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Tax savings for your and your employees |
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Tax deferred growth for your retirement
savings and investments |
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All recordkeeping handled by NCTC
including daily plan transfers with 1-800 number telephone support for
inquiries |
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Employee communications |
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Tax deductibility of all program fees |
Investment Management
The intelligent management of money is a serious
business. NCTC offers you the opportunity to work directly with your own
portfolio manager.
In order to produce the desired mix of income and
growth, we practice sound, steady investment strategies while maintaining
the flexibility necessary to accommodate the changing needs of your
investment objectives and the volatility of the market.
You’ll benefit from the services of North Central
Trust in many ways:
| Freedom from day-to-day investment decisions |
| Professional investment expertise |
| Investment Program designed especially for your
needs, your tax situation and your financial comfort |
| Regular reporting showing all assets and transactions |
| Accounting for taxes and timing of gains and losses |
| Safekeeping of securities with collection and
disbursement of income |
| Planned availability of cash while maximizing
investment return |
| Placing of buy and sell orders |
Trust products are not
FDIC insured, may lose value and have no bank guarantee.
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