Retirement Plans That Put Small Business Owners First
Tailored Strategies That Fit Your Business
When it comes to small business retirement plans, no one-size-fits-all plans here. We build retirement strategies around your business goals, your employees, and your future—so the plan actually works for you.
The Hidden Costs of "Low-Cost" Providers
Cheap plans aren’t really cheap when they drain your time, frustrate employees, and cost more in the long run. We help you avoid the traps that slow businesses down.
Concierge-Level Support — Without the Premium Price Tag
You’ll have a dedicated team ready to answer questions, guide employees, and handle plan details—concierge service without the big-bank price tag.
Plans That Attract and Retain Talent
We design benefits that do more than check a box. Our retirement plans help you keep great people today while securing their tomorrow.
Onboarding Your Small Business Retirement Plan
T Bank ensures a smooth onboarding process, offering guidance and support at every step. From initial plan setup and document gathering to employee enrollment meetings, our dedicated team manages the details to facilitate a seamless transition. We coordinate with your prior recordkeeper to ensure all assets are transferred accurately and efficiently.
We Handle the Heavy Lifting
Managing your retirement plan shouldn’t slow you down. At T Bank, we combine expertise to deliver smarter retirement solutions — so you can focus on running your business while we focus on protecting your future.
Optimal Plan Design
Customized strategies built around your goals and workforce.
Engaging Employee Support
Personalized education and resources that keep your team involved and invested.
Compliance & Regulatory Oversight
Stay protected and ahead of changing regulations.
Solid Investment Management
A carefully selected lineup designed for growth and security.
Concierge-Level Service: Your Competitive Edge
We believe every client deserves more than just a plan — they deserve a partner. Our concierge-level service delivers tailored support, proactive communication, and real people you can actually reach.
Here’s what sets us apart:
Personalized Support
A real person — not a call center. You and your employees have direct access to account administrators, financial advisors, and educational resources.
Transparent, Straightforward Pricing
Clear pricing with no surprises. Plus, you may qualify for new tax credits that can lower your costs even further.
Simplified Investment Options
Our vetted fund lineup makes decisions easier and supports your employees’ retirement goals with less confusion.
Less Work. Less Stress. Better Outcomes.
As your fiduciary, we take on the heavy lifting — reducing your administrative burden and making it easier to offer a retirement plan your employees will value.
A Fiduciary Partner for Your Small Business Retirement Plan
When you choose T Bank, you’re choosing a fiduciary partner with 15 years of experience. We provide a clear investment strategy that aligns with the goals of your business and your team. Our job is to keep your plan running smoothly, identifying and resolving roadblocks so you can focus on what you do best.
Less Work. Less Stress. Better Outcomes.
As your fiduciary, we take on the heavy lifting — reducing your administrative burden and making it easier to offer a retirement plan your employees will value.
Let's Build Your Retirement Strategy
Our dedicated team is ready to design a plan that works for you and your employees.
Plans That Attract and Retain Talent
We design benefits that do more than check a box. Our retirement plans help you keep great people today while securing their tomorrow.
