Group retirement plans designed to attract, retain, and reward top talent

A high-quality group retirement plan is a proven way to attract top talent and retain valuable team members, especially in today’s competitive job market.

Whether you run a company with a few employees or a national corporation with a diverse workforce, our Wealth Management team can help put a group retirement plan in place that aligns with business goals and the needs of your employees.

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End-to-end support for your group retirement plan

As a Wealth Management client, we put you and your business at the center of everything we do. Our Group Retirement Plan Services (offered through our affiliated broker/dealer, BancWest Investment Services) can help you design, implement, and monitor the optimal retirement plan—including helping you stay up-to-date on fiduciary issues and sponsor obligations. Throughout the process, you can count on objective advice because we are not incentivized to recommend any particular investments and do not offer proprietary products.

A trusted resource for you and your workforce

Based on your unique situation, we’ll help identify the group retirement plan best-suited for your business and employees.

Objective advice

Based on a comprehensive review of third-party vendors—including an examination of their services, fees, investment offerings, performance, and more—we offer high-ranking options to serve as the building blocks of your plan.

Employee education

We can help you create a streamlined experience for your employees with a range of financial planning resources, educational workshops and participant support.

Plan flexibility

As your business needs grow and change over time, our solutions are designed to scale and evolve in response.

Investment Insights

Gain an edge in managing your personal and business investments with articles, blogs, and more that provide a perspective on financial markets and how global trends may impact your portfolio. Learn More

Legal information and Disclosures

Bank of the West, including any of its affiliates and subsidiaries, does not provide tax or legal advice. Please consult your tax or legal advisors to determine how this information may apply to your own situation.

Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.

BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas.

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