Employee Benefit Plan Services
Gulf Coast Bank & Trust Co.ís 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 planís participants.
Responsible, flexible administration and operational support
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.
Professionally managed access to key financial markets
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.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT A DEPOSIT - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE BANK - MAY LOSE VALUE