Independent Financial Services for Your Financial Independence


A Focus on Service to Small and Growing Businesses

While it is essential for a business owner to have a personal retirement plan in place, offering a plan for employees is an important component of a competitive benefits package. The KTC approach is valuable to any entity, regardless of size, and is especially helpful to small business operations, professional service corporations, and nonprofit organizations.

Retirement planning can be a challenge for any employer whose priority is to grow the business rather than plan for retirement. Complex, ever-changing regulations and tax laws make retirement planning difficult for people who must focus their attention on other matters.

Kentucky Trust Company makes it easy for employers and their employees to benefit from sound financial planning for retirement with confidence. And KTC is economical. When a comparable level of service is matched with KTC, fees and overall costs are typically lower than those of other trust companies, banks, brokerages, or insurance companies. As an independent trust company, KTC is free to help select the appropriate type of plan, develop a specific plan design, and provide suitable investment options according to individual customer objectives.

Employers can expect KTC professionals to:

• listen to their desires
• develop a plan to best fit their financial situation
• work closely with them on plan administration
• adapt the plan as their business grows/changes
• work directly with participants to be sure they fully understand their plan


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