At NBT Wealth Management, we’re Helping America Retire. And it all starts with helping business like yours take care of their 401(k) needs. Together, we’ll customize a plan that leverages our expert staff and wide range of services to fit your unique situation.
Our fiduciary status guarantees a higher level of care, so you can be sure that every decision we make is in the best interest of your business and your employees.
Whether you have a question about your plan, pricing, legal concerns or more, you can be sure the answers are just a call away – all using only one phone number.
With extensive experience working with businesses of all sizes, our team is focused on retirement – and ready to build a plan that’s targeted to your company.
Meeting your 401(k) goals is easier with the right guidance – not to mention an experienced team and
state-of-the-art retirement solutions.
Explore the advantages of creating a customized plan with us.
Open Architecture
NBT has no proprietary investments to sell, allowing us to be 100% objective and fully flexible. Together, we’ll make sure your plan uses the best mutual funds available.
HSA Integration
Further improve your employees’ retirement readiness by integrating a Health Savings Account into your plan, allowing them to save and prepare for future healthcare expenses.
Participant Education
Ongoing education is one of the most important factors in assuring successful retirement outcomes. Using comprehensive communications and some unique tools, we help you better understand your plan.
100% Transparency of Fees
NBT has no sales charges, and we’ll disclose all fees so nothing is hidden. In addition to trusting the excellence of our plan design, you can trust that you’ll always know what you’re paying for.
In the end, NBT Wealth Management is all about creating a retirement solution that meets the unique needs of your business and your employees. Talk to us today to get started on your plan – and see for yourself how we’ve earned a 97.5% customer retention rate.
