Business Services

Are you a business owner? No matter if you've got a small business or run a large organization, we help your business invest in its own success. 

Employee Retirement Plans

In a survey published in Business News Daily, forty percent of employees said they would leave their current employer for a similar job if it offered a 401(k) plan. Another survey found that ninety percent of prospective employees consider a 401(k) a major factor in selecting a new job. As a business owner reading this, are you asking yourself if you are in a position to retain good employees and hire the best new prospects?

One of the best benefits you can provide your employees is the ability to have a comfortable retirement. Security National Bank Wealth Management offers a variety of retirement plans to fit your organization’s specific needs, whether you wish to attract top talent, increase employee tenure or both. Our combination of products, investments, service and technology deliver exceptional value to both to our corporate customers and their participants.

Our trained staff of Employee Benefits professionals are available to assist and support you with the administration of your plan in the areas of plan design, administration, annual reporting, and participant education. Security National Bank Wealth Management can serve as Trustee, Investment Manager, Record keeper or Custodian, depending on the level of service your business or retirement savings plan requires.

We offer the following retirement plans:

  • 401(k)
  • Profit Sharing Plan (with or without 401(k) options)
  • Money Purchase Pension Plan
  • Target Benefit Plan
  • 403(b) and 457 Plans
  • Employee Stock Option Plan
  • SIMPLE IRA Plans

Security National Bank can help you give your employees benefits over doubts and give them confidence in their financial future.

Investment Management

We give you the tools to build your future.

There are over 27,000 mutual funds and thousands more investment securities. Which are the right ones for you? It’s a question only you can answer, and we can give you the information you need to answer that question correctly.

Take a moment to explore our Investments page.

See what Security National can do for your business:

Whether it's retirement planning services or commercial banking, our Wealth Management team can help your business in many areas. To learn more about what the Security National Bank team can do for you, don't hesitate to reach out to us today.