Trust & Investments

Employee Benefit Plans
Our trust professionals have a long history of providing various employee benefit services to large corporations, small professional service corporations, and organizations. The Palmetto Heritage Bank trust department can offer management of pension and profit sharing plans, Individual Retirement Accounts, Self Employed Benefit Plans, Investment Management, tax reporting and filing and employee allocations.

Pension and Profit Sharing and 401k Plans
Your plan will be managed by investment professionals directed by the investment goals of the plan as directed by the administrator, the plan document will be designed to suit the needs of you and your employees, allocations will be prepared, all tax reports completed and filed and statements provided to each employee.

Individual Retirement Accounts
Your retirement money will be professionally managed and/or as directed, annual tax reporting information filed, distributions met if required. Self-employed plans will be handled, as with IRA plans, adhering to any differences in tax reporting.

Investment Management
The trust department will manage the investments for your corporation or organization, collecting, distributing and reinvesting income and principal as directed by the document.

Reports
The trust department completes and files necessary tax reports, employee disclosures, employee statements and provides any necessary reports for tax reporting and asset management.

Investment Products are not FDIC Insured, are not deposits or other obligations of, nor guaranteed by Palmetto Heritage Bank & Trust or any Federal Agency and involve investment risk including possible loss of principal invested.

Palmetto Heritage Bank & Trust's website links to third party websites on the internet. Palmetto Heritage Bank & Trust provides links to these websites only for convenience. The inclusion of these links are not endorsements by Palmetto Heritage Bank & Trust. The linked sites are not under the control of Palmetto Heritage Bank & Trust, thus, Palmetto Heritage Bank & Trust is not responsible for the content of any linked site or any link contained within a linked website.