Today, employees look for more from the workplace. As a provider of employee benefit services, we can help you meet their needs with small business retirement plans and their banking needs.
Enhance your company’s benefits package with a no-cost program that brings all kinds of banking benefits right to your location. Just as important, your employees will have access to benefits including expert guidance, educational seminars, and personal one-on-one attention to help improve their financial well-being.
Key Benefits
Free on-site workshops, personal financial reviews, preferred rates, cash bonuses, and rewards.
We may have the options you need to provide employees with a retirement plan—as well as those of your business.
Available Plans
Nonqualified Plans, Simplified Employee Pension (SEP), Simple IRA (Savings Incentive Match Plan for Employees)
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Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. (“CSI”). Citizens Securities, Inc. is an SEC registered investment advisor and Member – FINRA and SIPC. One Citizens Bank Way, JCB135, Johnston, RI 02919. (800) 942-8300. Citizens Securities, Inc. is an affiliate of Citizens Bank, N.A.
Citizens Securities, Inc. does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE