Commercial / Retirement Plan Services
Centier Investment Services provides plan administration and advisory services to small and mid-size businesses offering employee-sponsored retirement plans. With experience managing and administering ERISA and non-ERISA plans, we service all types of profit sharing and qualified retirement plans.
Products for Your Business
- 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).
- 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.
- 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.
Check the background of this investment professional on FINRA’s BrokerCheck
Located at: 600 E 84th Avenue Merrillville, IN 46410 Phone:(844) 755-6600
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.