Retirement Plan Services

We advance the cause of achieving retirement readiness for all by helping you establish and manage a retirement plan for your business that can attract and retain top talent.

The Huntington Private Bank® team will get to know you, your company, your goals, and your challenges. After a comprehensive needs assessment, we can present plan governance processes, plan design strategies and investment menu options suited to the needs of your company and workforce.

Retirement Planning
Comprehensive Advisory Services

Our team of professionals can assist you with a range of services designed to help protect your plan and mitigate your risk, including:

  • Fiduciary Services—Plan governance support, ERISA 3(21) or 3(38) investment services, fee and feature benchmarking, and plan pricing analysis
  • Consulting Services—Plan design, RFP preparation and analysis, IRS and DOL compliance and audit consulting
  • Investment Selection and Monitoring Services—Investment menu management or advisory service, investment policy statement support, independent analysis of current investment menu, asset class and investment manager searches
  • Participant Education—Financial wellness, benefit fairs, targeted education strategies, individual and group participant education
Value-based Fees

At Huntington Private Bank, we build meaningful, long-term relationships with our customers. We think that it starts by offering reasonable, upfront fees that come with a full explanation. So from day one, you'll see the value in working with us.

Participant Education

We are committed and trained in educating your employees to help them feel confident and comfortable when planning for retirement. Check out our participant education videos below for more information on retirement planning basics.

Learn more about Investment Basics

Investment Basics

Understanding investments is the first step in helping you become a more informed participant in your retirement plan. In this video, we review key investment concepts and discuss how these concepts can help you achieve your retirement goals.

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Learn more about Target Date Funds

Target Date Funds

Understanding and choosing where to invest your retirement savings is an important step in optimizing your retirement. In this video, we discuss target date funds; how they work, the benefits, and considerations to be aware of as you select retirement investment options.

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Pretax vs. Roth

What is a Roth 401k contribution? In this video, we discuss Pretax and Roth 401(k) contributions and next steps to help you determine which contributions are appropriate for you.

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Digital Banking

As a Private Bank customer, you need services to help you manage your wealth effectively—and that includes tools you can use digitally.

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Banking & Investing News

When it comes to making sound financial decisions, it’s important to take current financial events into account. Find recent and relevant financial updates and opinions here.

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Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated.

Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.