Smiling small business owner in a blue blazer, talking with his retirement plan advisor at Gate City Investment Services

Retirement Plans
for Your Business.

Your employees are one of your biggest and brightest assets. From 401(k) plans to employee education, we’ll help you choose personalized options for their future – and for yours.

Personalized. Local. Experienced.

401(k) and
Investment Services

Employee
Education

Business
Planning

Fiduciary
Support

Right Resources. Right Beside You.

Retirement plan options can seem overwhelming. But they don’t have to be. Whether you’re looking for assistance with navigating regulatory issues or improving retirement readiness for your employees, we’re here for every step.

  • Wide selection of services

    Traditional 401(k)s. 403(b) plans. Profit sharing. Whatever your business needs, we can assist you with monitoring investment performance, vendor analysis, enrollment assistance, compliance support and more.

  • Flexible plan design

    Forget one-size-fits-all. From adapting with your business to creating unique benefits to attract employees, we help you choose personalized options, so you can pursue your goals with confidence.

  • Enterprise retirement solutions

    Enjoy easy online access, a wide array of tools and more investment choices with access to open architecture platforms.

  • More insights and support

    Stay informed with benchmarking services, legislative updates and best practices to help you navigate complicated regulatory issues.

  • Financial management

    Get a partner who works directly with you to understand and control costs – benefiting your business and your employees.

Laughing and relaxed business owner in a button-down shirt, talking at a table with Gate City Investment Services advisors

Free Retirement Plan Consultations.

No obligation. No charge. Give us a call today, or send us a message to schedule a personalized consultation for your business.

Request a Consultation

Meet Our Retirement Advisor:

Hannah Sorensen, CFP®

Retirement Plan Consultant
Location(s): Fargo – Downtown

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Gate City Bank and Gate City Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Gate City Investment Services, and may also be employees of Gate City Bank. Check the background of investment professionals associated with this site on FINRA's BrokerCheck. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Gate City Bank or Gate City Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Gate City Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit LPL Disclosure or LPL Financial Form CRS for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.