Retirement Plan Services

Retirement Plan Services

Securing Your Future

Securing Your Future

Centier Financial Partners' Retirement Plan Services (RPS) is a dedicated group of individuals providing administration and advisory services to small and mid-size businesses offering employee-sponsored retirement plans. With over 100 years of expertise in managing and administering all types of ERISA and non-ERISA plans, RPS services all types of profit sharing and qualified retirement plans.

Products for Your Business

401(k)/403(b)

  • RPS offers business owners and plan sponsors a comprehensive selection of retirement plan programs — from bundled trust plans to broker-dealer plans utilizing national and local record keepers and third-party administrators (TPA).

SEP IRA

  • For sole practitioners or small employers who want to set up a cost efficient, easy-to-administer retirement plan, a Simplified Employee Pension (SEP) offers many advantages. We can sit down with the business owner and the management team to analyze the best options and recommend appropriate solutions.

Simple IRA

  • Small businesses who want to start a retirement savings plan may choose the SIMPLE (Savings Incentive Match Plan for Employees) IRA plan. It provides advantages for both employees and employers to contribute on a tax-deferred basis while enjoying the benefits of compounding their long-term savings.
Meet Our Team

Meet Our Team

Experience what makes Centier the bank of choice in Indiana. Contact a Centier Financial Partner near you today.

Find an Advisor Near You

Centier Financial Partners
600 E 84th Avenue
Merrillville, IN 46410
Phone: (219) 755-6110
CentierFP@centier.com


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A Higher Standard of Service as Your Fiduciary Agent

Centier Financial Partners has a fiduciary obligation to act in your best interest. This includes all aspects of our relationship, from decisions involving disbursements, treatment of beneficiaries, investment choices, and a myriad of other financial and administrative decisions. As a fiduciary we have the experience and integrity to exceed your service standards and deliver results that align with your intentions. We uphold these standards as a team to help you grow and protect your wealth for your financial future.

Centier Trust Fudiciary Agent

Our value-based service culture underscores an ethical obligation to our clients.

Disclosures

Securities and Insurance Products are: Not FDIC insured.  May lose value. No bank guarantee.  
Not a deposit.  Not insured by any federal or state government agency

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