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Retirement Plans Division

Community National Bank is one of the leading providers, among National Banks, of custody services for self-directed IRAs. We’re small enough to care, but large enough to meet your needs.

Our Retirement Plans Division has been providing custodial services for self-directed retirement plans since 1985, working nationwide with investment advisors, financial planners, and individuals. Please read on for a quick review of what we can offer you.

We specialize in providing custody services for self-directed accounts including:

Our custodial service insures flexibility through the myriad of products allowed within a single account.

You have the ability to work with an investment advisor of your choice or self-direct your own account.

Reasonable fees – We try hard to maintain our fees at a reasonable level for the service we provide.

Efficiency of processing – A hard-working, service-oriented staff, make next day turnaround on paperwork the norm, rather than the exception.

Toll free access to our staff by calling 800-680-0340. During normal business hours you will receive a personal greeting from one of our personnel. An automated phone system is available for messaging outside normal business hours.

Our personnel have the expertise, through training and experience, to assist you with questions regarding the rules and regs of IRAs.


 

 
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