Locally managed and staffed, our full service Trust Department offers investment management and retirement plans specifically designed for you and your employees.
We can help you establish objectives and then apply our investment skills to help you reach those objectives. Administrative and custodial services are also available.
- Mutual Funds and asset allocation funds
- Estate Planning Services
- 401(k) Plan Administration
- Your company may make tax-deductible matching
and/or discretionary contributions
- Employees may:
- Save for retirement on a pre-tax basis
- Direct their investments
- View their investments using the Internet
- SEP (Simplified Employee Pensions)
- SIMPLE IRA Plans
- Profit Sharing Plans
- Employee Stock Ownership Plans (ESOP)
- Defined Benefit Pensions
- Money Purchase Plans
|We want you to know:
Investment products and services provided by Somerset Trust Company:
|Are Not Insured by any Other
Agency of the United States
or the Bank.
|May Lose Value, including
possible loss of principal.
|Are Not a Bank Deposit
or Bank Obligation
|Are Not Guaranteed
by the Bank.
Looking for other investment options to achieve your financial goals? Our Investment Executive with STC Investment Services is available to meet with you and discuss financial options.
Products and Services made available through Infinex Financial Group
Member FINRA / SIPC. Infinex and the bank are not affiliated.
- ARE NOT A DEPOSIT
- ARE NOT FDIC-INSURED
- ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- ARE NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Important Information About Procedures for Opening a New Account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. STC Investment Services is a division of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.