Retirement Planning
Retirement Account Services | What Should You Do with Your Retirement Plan Payout?
Riverview Asset Management & Trust Company offers full service retirement planning consultation, working with your existing accountant and attorney or recommending various professionals to assist us with your needs. Your retirement plan is often a large portion of your estate and in most cases should be combined with your overall estate plan.
As a fiduciary for both institutional retirement plans (such as 401(k) plans) and individual retirement accounts (Traditional and Roth IRAs, SEP IRAs, etc), Riverview offers a complete package of services which includes:
- Expert fiduciary guidance
- Timely investment of contributions and receipts, including trade execution and settlement
- Investment Management
- Automated cash management
- Comprehensive trust accounting and timely reporting
- Accurate portfolio valuation and performance reporting
- Prompt benefit payments and distributions
Contact us for more information regarding our retirement services!