Retirement Plan Services

The Huntington Private Bank® team will get to know you, your company, your goals, and your challenges.

We aim to achieve retirement readiness for all by helping you establish and manage a retirement plan for your business that can attract and retain top talent. We provide advisory services for 401(k), Defined Benefit, Cash Balance, Non-Qualified Deferred Compensation, and Health & Welfare plans for any business type or size throughout the U.S.

Retirement Planning

Comprehensive Advisory Services

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.

Key Services

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

Fiduciary & Consulting Services

Plan governance support, ERISA 3(21) or 3(38) investment services, fee and feature benchmarking, plan pricing analysis, plan design consulting, RFP preparation & analysis, IRS & DOL compliance audit consulting

Investment Selection and Monitoring Services

Investment menu management or advisory service, investment policy statement support, independent analysis of current investment menu, and asset class and investment manager searches

Participant Education

Financial wellness, benefit fairs, targeted education strategies, individual and group participant education

Vendor Due Diligence

Analysis and ranking, financial soundness, cybersecurity, ownership, capacity, corporate brand, business continuity plans

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.

Huntington® 401(k) Center for Business

Attract, retain, and reward talented employees by offering an affordable, easy-to-manage 401(k) designed for mid- and small-sized businesses. Our team of experienced investment and retirement plan professionals provide fiduciary governance support, investment-menu monitoring and plan benchmarking analysis to help you fulfill your responsibilities as a plan sponsor.

Learn more

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.

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.

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.

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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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 advisor with the U.S. Securities and Exchange Commission (SEC). The Huntington Investment Company is a wholly-owned subsidiary 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 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.