Retirement

Whether you’re a principal in a large business or a small business owner, retirement is a key consideration for any employee. If you’re looking for ways to retain and attract employees, on a tax-advantaged basis, we can consult with you to analyze the type of qualified retirement plan which may be most appropriate for your company. Following is an overview of the types of plans we offer:

  • Employer Sponsored Retirement Plans/Plans for Small Business Owners
  • 401(k) Plan
  • 403(b) Custodial Account
  • Simplified Employee Pension Plan (SEP-IRA)
  • Savings Incentive Match Plan for Employees IRA (SIMPLE-IRA)
  • Profit-Sharing Plan
  • Money Purchase Pension Plan
  • Defined Benefit Plan

Securities are offered through BancWest Investment Services (“BWIS”). Investment Officers are registered representatives of BWIS, a registered broker-dealer, member FINRA, SIPC. BWIS is a wholly-owned subsidiary of Bank of the West and is an affiliate of First Hawaiian Bank.

Investment Officers are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.