Gulf Coast Bank & Trust Co.’s team of employee benefit professionals and state-of-the-art systems bring you unique capabilities that can ensure the success of your plan from every angle. From plan design, implementation, and administration through investment options, our employee benefit plan services are custom-designed to reflect the needs of your company and your plan’s participants.

We handle the administrative responsibilities of your plan, from start-up through daily maintenance. We can tailor a plan to meet your special needs. Or, our IRS-approved prototype plan document offers the ultimate in cost-effectiveness and convenience and ensures that your plan remains in compliance with changing laws and regulations.

Participant record keeping services demand state-of-the-art technology and accuracy. Our flexible program supports daily valuation that can be accessed by participants through a website or toll-free number. We provide traditional quarterly statements, quarterly newsletter and can accommodate your need for custom reports. Our communications are timely, informative and accurate.

Having access to key financial markets is an essential element of your plan services. We work with you to design an investment program based on your unique need and offer custom developed portfolios as an option for your company.

For additional information, please contact Sue Berlier, Trust Sales Business Development Officer at (504) 841-2871 or email her at SuzanneBerlier@gulfbank.com.

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