Retirement Advice
401k and pension solutions.
KeyBank’s retirement solutions offer the latest technology to streamline your payment process, enabling you to manage, monitor, and modify your payment plan to meet your needs.
Advantages of Key 401(k) Pooled Employer Plans
- Consolidated online reporting
- Flexible payment methods, sources, and dates
- Comprehensive online inquiry capabilities for retirees
- Periodic and non-periodic payments processing by check and via electronic funds transfer
- PayWeb – Cutting edge, secure and easy-to-use online administrative tool for real time automation of benefit payment data
- PayeeWeb – Secure and easy online tracking for pension payments
Learn more about the Key 401(k) Pooled Employer Plan and connect with a relationship manager.
Pension Investment Advisor
Your organization has worked hard to build for the future, and your teammates and employees deserve a pension investment advisor who’s equally invested. KeyBank Institutional Advisors provides a full range of investment services and resources.
Areas of Expertise
- Integrated investment management
- Liability-driven investment strategies
- Asset allocation and manager selection
- Pension benefit payments
- Custody
Latest Articles and Insights
Pooled Employer Plans, the Next Frontier for Improving Participant Outcomes
The 401(k) plan has become the dominant source of retirement savings for most Americans. That said, a 401(k) plan was not originally designed to be the primary retirement tool.
What You Need to Know About the SECURE 2.0 Act
Just when you thought you had an up-to-date retirement plan solidified, accounting for all the changes of the Setting Every Community Up for Retirement (SECURE) Act of 2019, Congress wrapped up 2022 with the SECURE 2.0 Act.
Pension Plan Sponsors: It May Be Time for a Checkup
Pension plan sponsors have had a lot to deal with during 2022 and the first half of 2023. Many plan sponsors have been focused on reviewing their plans’ funded status due to the market volatility.
KeyBank Institutional Advisors is the marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.
This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.
KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.
KeyBank does not give legal advice. Banking products and services are provided by KeyBank, Member FDIC.
Investment products and services are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY