Retirement Planning

It's never too early to start planning for your retirement.

Ephrata National Bank's Money Management Group offers a broad range of retirement and investment plans for you and your business. We can tailor any plan to you and your financial situation.

The financial experts at Ephrata National Bank's Money Management Group can help you:

Plan for
Personal Retirement Create a
Business Retirement Plan

Develop a plan for your retirement.

Set up and manage a pension plan for employees.

Determine how much you need to save today for tomorrow.

Set up and manage a 401(k) plan for employees.

Figure out your investment options.

Set up a SEP or SIMPLE plan for your small business.

Manage your 401(k) and IRA rollovers.

Set up and manage a profit-sharing plan for your employees.

Establish a Traditional or Roth IRA.

Develop a succession plan for your business assets.

Contact ENB's Money Management Group today for more information on planning for retirement.

Investment Disclosure

Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested.

Fees for Ephrata National Bank's Money Management Group services are based on the degree of responsibility assumed by the department, the market value of the assets assigned to the account and the amount of income earned. In most cases, fees may be deductible for income or estate tax purposes.