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:
- 401 (k) plans
- Profit sharing plans
- 403 (b) plans
- 457 plans
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, contact
John Power, CPA, CFP® at 708.460.4854 or jpower@emarquettebank.com.