Retirement Plan Services

Bremer Retirement Plan Services makes it easy to support your company’s most important asset: Your employees. We consult with businesses of all sizes on retirement benefit plans that can help attract and retain top talent, while empowering employees to pursue their financial goals with confidence.

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Plan design

Whether your goal is to attract and retain employees or maximize contributions and tax deductions for executives, we will structure your plan to drive successful outcomes, reviewing benchmarks against others in your industry to keep your plan competitive.

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Employee education

To ensure your employees are financially ready for retirement, our local relationship managers can educate participants about your plan and provide investment guidance at your location. We customize our education approach based on the needs and targeted goals of your organization.

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Expertise drives success

Our experienced retirement advisors will work with you on plan investments as either an ERISA 3(21) or 3(38) fiduciary, bringing impartial expertise combined with thoughtful oversight. We’ll help you develop an investment policy statement and choose the right funds for your plan.

The Bremer Retirement Plan Services team stays updated on regulatory changes and will guide you through any actions needed to keep your plan fully compliant with the latest standards. We also provide ongoing support for recordkeeping and benchmarking, ensuring your plan remains competitive and successful.

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Support for small businesses

The Bremer 401(k) Group Plan Solution provides small and mid-sized business owners a competitive and easy-to-manage retirement plan benefit that can help attract, retain and reward talent. Bremer works with a team of expert partners to administer the plan and deliver the most value. The group plan solution offers maximum plan design flexibility while minimizing administrative burdens and fiduciary risk. Connect with an advisor today for more information on this option.

Insights to inform your strategy

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Reduce risk and improve outcomes by benchmarking your plan

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Keep track of these SECURE 2.0 provisions

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Three areas nonprofits should focus on in retirement plan reviews

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Deposit products offered by Bremer Bank. Member FDIC.

Trust products and services are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested.