Find Retirement Plans and Resources

Important stops along the way to retirement include:
 

• Determining savings levels
• Choosing the right investment mix
• Deciding when to reduce risk in your investment portfolio
• Assessing retirement readiness and ultimately selecting a safe withdrawal rate
   

Access your employer retirement plan administered by Bell Bank’s retirement division below.

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Individual retirement accounts (IRAs) help clients plan for a secure stream of retirement income. If you have changed jobs, retired or need to consolidate retirement funds, a rollover into an IRA can provide you with important investment and tax benefits.

• If you have retired or undergone a job change, we can help you evaluate whether rolling your existing retirement funds from your previous employment into an IRA is the right choice for you. A direct rollover to an IRA provides you with important benefits:
  • No immediate taxes or penalties
  • Continued tax-deferred investment returns
  • Expanded investment choices
     

Our Services

• Establish new IRAs – including Traditional and Roth
• Tax-deferred method of saving
• Continued tax-deferred investment returns
• Expanded investment choices
   

When you open an IRA with us, you'll receive additional benefits as well:

• Personal consultations on new IRAs, rollovers and consolidating accounts
• Asset allocation and investment management by our investment management team
• Open architecture providing you access to a wide range of securities
• Credentialed professionals who are accessible – we actually answer the phone!