Retirement Plan Services

Having the right partner allows you to offer the right retirement plans.

Attracting and retaining the best people requires the best compensation packages. And retirement plans are a major piece of that puzzle. Our dedicated team works with you to create a tailored plan that’s easy to administer.

Our team is ready to create the right plan for your organization and its employees.

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Services

 

Fiduciary Services

Our team can simplify ERISA and IRS compliance by serving as a named fiduciary to the plan as Corporate Trustee.

 

Plan Design Consulting

Our dedicated team works directly with you to understand the complex needs of your employees and your organization to ensure you get a plan that fits both.

 

Investment Solution and Monitoring

We can serve in a DOL 3(21) or 3(38) Fiduciary capacity depending on your individual needs. As a named fiduciary, we assist you in fulfilling your fiduciary responsibility to the plan by providing independent investment information to initially construct your fund menu and monitor the menu on an ongoing basis.

 

Participant Education

We provide online access for participants allowing them to conduct transactions at their convenience and access participant investment education and modeling tools. We also host enrollment meetings and employee education meetings regarding plan design, available investments and market updates to ensure your employees are empowered to make the best decisions.

 

Plan Administration and Compliance

With our partners, we provide bundled administration, compliance and tax services for your plan. Our recordkeeping partners offer the latest online tools to meet the most complex plan designs.

 

Ongoing Plan Evaluation

We can analyze your plan’s performance against your goals and objectives as needed—be it quarterly, annually, or whenever you’re ready…whenever you need us. We also offer reporting tools for benchmarking to plan market metrics, investment performance and fee evaluation.

Why Hancock Whitney?

Excellent service and extensive experience make Hancock Whitney the perfect partner in the development and administration of employer-sponsored retirement plans.

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Hancock Whitney Bank offers investment products as part of its Retirement Plan services.
Hancock Whitney Bank is a wholly owned subsidiary of Hancock Whitney Corporation.

Investment and Insurance Products:

NO BANK GUARANTEE NOT A DEPOSIT MAY LOSE VALUE NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY