Trust & Investments
and Professional Organizational Plans & Trust
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.
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.
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.
The trust department will manage the investments for your corporation
or organization, collecting, distributing and reinvesting income
and principal as directed by the document.
The trust department completes and files necessary tax reports,
employee disclosures, employee statements and provides any necessary
reports for tax reporting and asset management.
NOT FDIC INSURED
NOT BANK GUARANTED
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.
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.