Protection Meets Personnel
Reach out to our team of experienced professionals to discuss the ways we can help your employee benefit plans. We offer comprehensive management and our hands-on approach and flexibility strives towards the best plan for your goals and budget.
Our Employee Benefit Plan Servicing Strategy
Nottingham Trust adopts a hands on, team approach, with emphasis on responsive client service and support for the plan sponsor and service providers in efforts to develop the most effective plan for your goals and budget. Our Servicing Team is comprised of open, dedicated and experienced administrative, operational, and benefit payer services teams with an average experience of 20 years.
We Utilize State-Of-The-Art Computer Systems
To stay ahead of the curve and help manage rigorous regulatory and audit scrutiny with our dedicated servicing team and experienced personnel. We accomplish this while maintaining a competitive and transparent fee structure, remaining in your best interest. Our use of technology and systems support ensures accurate and timely exchange of data between the plan sponsor and other providers, as appropriate.
We Will Remain Vigilant, Managing The Payee Communications.
Prepare and mail letters to retirees to communicate the various details and expectations that their plan entails, as well as the preparation and filing of appropriate forms, timely and comprehensive submission of federal and state tax withholdings to the appropriate federal and state taxing authorities. In addition, we manage timely federal and state withholding updates as withholding tables and laws change.
We strive to add new pension recipients in a timely manner, and retro payments are made as soon as identified or included with regularly scheduled payments. Deductions from payments are made in accordance with instructions received.
We Will Be The “Gate Keeper”
Of the plan’s assets and activity, coordinating the needs of the plan’s interested parties. We will produce statement and reports as needed for the plan sponsor, auditors, and 5500 preparation. All investments and settlement of trades are at the direction of an experienced investment advisor. We can custody individual stocks, bonds, ETFs, alternative investments, and the universe of mutual funds. Retiree payments are performed in house, which allows for last-minute changes and flexibility. The recording of the plan’s transaction activity detail on reports include retirement plan coding, such as, employer contribution, death benefit, PBGC premium, and so on.
FAQ - Retirees
Who do I contact for assistance?
Please contact our Pension Servicing Team at (716) 376-7478 between the hours of 9:00 am and 5:00 pm Monday – Friday or by email at pensiongroup@cbna.com. If your call is not answered, please leave a detailed message and a member of our pension servicing team will return your call.
How do I change my address?
Complete the Change of Address Form and return to our Pension Servicing Team by email at pensiongroup@cbna.com or by mail:
Community Bank, N.A.
Attn: Nottingham Trust
P.O. Box 690
Olean, NY 14760
Please include a phone number you can be reached at for verification purposes.
What if I didn’t receive my check?
For check replacement please contact our Pension Servicing Team at (716) 376-7478 between the hours of 9:00 am and 5:00 pm Monday – Friday.
Change your payment delivery by completing our Direct Deposit Form and returning to our Pension Servicing Team by email at pensiongroup@cbna.com or by mail:
Community Bank, N.A.
Attn: Nottingham Trust
P.O. Box 690
Olean, NY 14760
Please include a phone number you can be reached at for verification purposes.
When will I receive my tax form to prepare my taxes?
We are required by the IRS to mail 1099-R, 1099MISC and W-2 forms no later than January 31st. If for some reason you haven’t received your tax form by February 15th, please call the Pension Servicing Team at (716) 376-7478 to request a duplicate form.
We are required by the IRS to mail 1042-S forms no later than March 15th. If for some reason you haven’t received your tax form by April 5th, please call the Pension Servicing Team at (716) 376-7478 to request a duplicate form.
How do I change my tax withholdings?
Change your federal tax elections my completing the IRS form W-4P
For state tax elections please contact our Pension Servicing Team at (716) 376-7478 to obtain forms for state tax changes.
What if I have a Power-of-Attorney?
FAQ - Plan Sponsors
Who do I contact for assistance?
For participant related inquiries please contact our Pension Servicing Team at (716) 376-7478 between the hours of 9:00 am and 5:00 pm Monday – Friday or by email at pensiongroup@cbna.com.
For plan related inquiries please contact your relationship manager.
Where do I go for help if I’m having trouble logging into the portal?
Select the trouble signing in link at the login page. Complete the appropriate steps for resetting your password or one-time PIN.
If you still require assistance, please contact your relationship manager.
Can Plan statements be delivered electronically?
Yes. Statements are accessible through our secure online portal including email notification at the time statements become available.
When are tax forms mailed to plan participants?
We are required by the IRS to mail 1099-R, 1099MISC and W-2 forms no later than January 31st. If for some reason a participant has not received their tax form by February 15th, please direct them to call the Pension Servicing Team at (716) 376-7478.
We are required by the IRS to mail 1042-S forms no later than March 15th. If for some reason a participant has not received their tax form by April 5th, please direct them to call the Pension Servicing Team at (716) 376-7478.
Can retirees contact you directly with address & direct deposit changes?
Yes. Please direct retirees to our Pension Serving Team for assistance with address and direct deposit changes. FAQ Retirees: address change; direct deposit
Do you require a death certificate when a retiree passes away?
Yes. A death certificate ensures accuracy when processing a cease payment and applicable reporting adjustments due to death.
Contact Us to Learn More:
Ruth Lund
Employee Benefits Manager
716 376-7271
ruth.lund@cbna.com