Trust Services

You want a secure financial future for you and your loved ones, no matter what may lie ahead. With more than 90 years' combined experience, the Guaranty Bank Trust department offers flexible options to meet your investment, estate, business succession and future planning needs.
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Employee Benefit Accounts
An employee benefit account is a profit-sharing, 401(k), pension plan or SEP arrangement for corporations or a Keogh account for self-employed individuals. These accounts provide options for setting aside funds for retirement for employees of a business or a self-employed individual.

The Guaranty Bank Trust Department, as trustee, in conjunction with selected experts in the field, provides the following services for employee benefit accounts:

  • Delivery of IRS-approved plan documents to establish an account
  • Investment of plan contributions in accordance with carefully defined objectives
  • Delivery of statements to plan participants indicating vested balances of accounts
  • Distribution of funds to participants upon retirement, termination of employment or disability
  • Preparation of Form 1099R for submission to the IRS and plan participants