Retirement Plan Services

Work with a specialist to manage your firm's retirement plan

About Retirement Plan Services

Amegy Investments, Inc. Retirement Plan Services manages your retirement plans and fiduciary responsibilities, providing comprehensive employee education, including one-on-one consultations and monitoring for the life of your plan.

Specialization:

  • 401(k) plans 
  • Profit sharing plans
  • Defined benefit plans
  • Executive deferred compensation plans
  • Our team consists of eight experienced, retirement and investment experts who hold many professional designations, including: Certified Financial Planner™ (CFP®), Chartered Financial Analyst ™(CFA®) and Accredited Investment Fiduciary™ (AIF®). The average retirement and investment experience of our team is seventeen years.

CONTACT US

Deborah Lundin, AIF®
SVP, Manager, Retirement Plan Services
Amegy Investments, Inc.
713-232-2283 

Rob Jennings, AIF®
SVP, Sr. Retirement Plan Specialist 
Amegy Investments, Inc.
281-297-7963 
 


Investment products and services available at select Amegy Bank N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank N.A.

Investment and insurance products offered are NOT insured by the FDIC or any other government agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.