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Employee Benefit / Retirement Plans
Marquette Bank’s Trust & Investment Division can serve as trustee, investment advisor or agent for employer directed pension and profit sharing plans. In addition, working with our administration partners, we offer state of the art, daily valuation solutions for employee directed retirement plans including:
We can use a prototype plan or can work with you to analyze and create a customized plan tailored to your specific needs. We have access to an open architecture investment platform and are technology driven which will minimize the interaction of your HR staff.
At Marquette, we are able to deliver state of the art technology utilizing the administration capabilities of national providers along with the personal touch of your local Marquette relationship manager, who will work with you to select and review plan investments, conduct the enrollment meetings and interact with your retirement plan committee to assist in the discharge of its duties.
For more information, contactJohn Power, CPA, CFP® at 708.460.4854 or firstname.lastname@example.org.
The Trust & Investment Management Division of Marquette Bank is committed to meeting your financial goals and will work as a team with you to develop and design a sound financial plan for your future and the future of those important to you. As our client, you can be assured that your affairs are being handled by a strong institution dedicated to providing the highest quality of personal service.
*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC or any Federal Government Agency. These are not deposits or other obligations of the institution, these may go down in value and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.