Are you happy with the overall performance of your business's retirement plan? Would you like a second opinion?

The retirement plan consultants at Bank of Travelers Rest help business customers provide a comprehensive plan solution, whether it be 401(k)'s, Profit Sharing, SIMPLEs, SEPs, or even Defined Benefit plans. Whether you are starting a plan, or have an existing plan that needs better attention, we will help you address your needs, and remove much of the administrative burden by providing you with extensive service. By utilizing Bank of Travelers Rest's retirement plan services, you'll be free to do what you do best - run your business.

These days, your retirement plan options are more extensive than ever. We help our customers navigate their choices to potentially:

• Reduce taxes
  Both the operating expenses of your 401(k) plan and the employer contribution (if you decide to match) are tax-deductible.
• Reduce the cost of your 401(k) plan by claiming your $500 government tax credit for 3 consecutive years.
• Improve your employees' morale and job satisfaction.
• Increase the education and service your employees currently receive, which will hopefully increase employee participation
• Offer a more attractive benefits package that will appeal to new hires.
• Assist in your due diligence and plan design regarding the investment choices so you comply with government requirements and reduce your fiduciary liability as a plan sponsor.

In short, talk to us. Get the professional advice you need to have an effective retirement plan. For more information or to schedule an appointment, please call or email one of our retirement plan consultants listed below.

Gary Pouch Registered Principal Branch Manager 42 Plaza Dr Travelers Rest, SC 29690 Phone: 864.834.9031 Toll Free: 888.557.2265 Fax: 864.834.5276 Read Gary's Bio Email Gary

Chris Beard, CFP® Certified Financial Planner® 201 Pelham Road Greenville, SC 29611 Phone: 864.298.0040 Toll Free: 888.557.2265 Fax: 864.298.0049 Read Chris' Bio Email Chris

Stan Reid Financial Advisor 217-B East Washington St Greenville, SC 29601 Phone: 864.282.2322 Toll Free: 888.557.2265 Fax: 864.282.2340 Read Stan's Bio Email Stan

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