Retirement Account Services

At Anawon Trust, we believe that an employee benefit plan should provide the flexibility to meet the various investment needs of the senior executives of your company and all of its employees. By partnering with top notch third party plan administrators and constantly evaluating their services and that of competitors, we provide a bundled product, which meets those broad objectives.

We’ll provide flexibility and choice in investment options, including investment models driven by an employee’s individual circumstances, needs and risk tolerance. Additionally, a participant will be able to build his/her own asset allocation from the investment choices we offer. Furthermore, due to Anawon’s independence, participants will have a varied selection of top performing funds across all asset classes.

Anawon will provide comprehensive and dynamic monitoring of the investment choices and will continuously evaluate fund performance to ensure top performing fund choices are available.

All 401K participants will enjoy online access to account information.

Anawon Trust also has extensive experience in managing Individual Retirement Accounts (IRAs) and welcomes the opportunity to work with employees who are retiring and or making job changes and have the opportunity to 'roll over' their 401K plans to an individually managed account.

We will be happy to meet with you and your employees to discuss market performance, the importance of asset allocation and answer any questions.

Anawon Trust is a division of Bristol County Savings Bank, however, some trust activities may not be insured by the FDIC or the DIF; are not deposits or other obligations of, or guaranteed by Bristol County Savings Bank; are not insured by any Federal Government Agency; and are subject to investment risk, including possible loss of the principal amount invested.