401(k) Plan Services

The same proprietary process we use to create personal financial solutions also works for your company. Once we’ve met with you to determine your needs and objectives, we analyze the information to create a menu of investment choices for you and your employees:

  1. Allocate your own assets. Through our rigorous due-diligence and monitoring process, we select high quality investment choices for each asset class. 
  2. Choose Target-Date portfolios that are designed to match a specific retirement year and automatically become more conservative over time.
What Makes Us Different?
  • High Quality Investment Choices: identify investment managers with proven, long-term track records and reasonable expense ratios.
  • Plan Administration Guidance: customized consulting on the implementation and compliance of your plan.
  • Plan Participant Education: experienced retirement plan specialists that provide group and one-on-one guidance for your plan participants.
  • Reduce Your Liability: as a  Discretionary Trustee, we assume fiduciary responsibility for investment options, reducing your liability as Plan Sponsor.  

Genesee Valley Trust Company is a local firm providing Trust and Estate, Investment Management and Retirement Services to individuals, businesses, and not-for-profits in the Rochester Area.