Retirement Plan Services

Helping your company compete. Helping your employees retire.

Today's employees look to their employer to help them plan and save for retirement.  That's why Metro Investment Services offers a variety of retirement plans to help you attract and retain valuable employees, including 401(k) plans, Defined Benefit plans, Profit-sharing plans and Money-purchase plans.

Through Metro Investment Services, and solid provider relationships, you will get help with every aspect of maintaining a successful retirement plan including:

• Plan design and provider selection
• Investment selection and monitoring
• Streamlined plan administration
• On-site enrollment and employee education
• Fiduciary monitoring and guidance
• Annual plan reviews
  

You can help your employees avoid the retirement crisis many Americans are now facing.  Find out what the experts are saying in this short video now.

Whether your company currently has a 401(k) plan or other qualified retirement plan in place; or if you are interested in offering a plan to your employees, contact David York at 617-488-5449, or John Delaney, 781-565-5723, Financial Advisors with Metro Investment Services, to arrange a no-cost, no obligation assessment to determine the most appropriate option for you.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by Metro Credit Union. CBSI is under contract with Metro Credit Union, through the financial services program, to make securities available to members. (B2MM-0608-0766)