Retirement Planning

To attract and retain the best workers, businesses today must offer competitive compensation—salary plus benefits, including a retirement savings plan. Whether you want to add a retirement plan to your employee benefits package or you want to upgrade the one you currently offer, Metro Investment Services can help.

Discover a variety of retirement plan offerings.

Not all businesses are alike, so you can count on your Metro Investment Services representative to create the plan that best balances your needs with those of your employees. Our offerings include:

  • 401(k) plans
  • Defined Benefit plans
  • Profit sharing plans
  • Money purchase plans

Your business gets more from our relationships.

Metro Investment Services has established and nurtured strong relationships with major plan providers—which means a higher level of service for you, no matter how many employees participate in your plan. When you partner with Metro, you can expect:

  • 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

Let's see if we can make a plan together.

Contact Metro Investment Services at 877-MY-METRO to arrange a no-cost, no obligation assessment to determine the most appropriate retirement plan option for your business and employees.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.