Trust Services For Business Benefit Employers & Their Employees
Many employers realize that employee benefit plans can play an important role in attracting and retaining valuable employees. In addition, there are typically significant tax benefits for the companies who implement these plans.
There are a number of IRS-approved employee benefit plans to meet the needs of businesses ranging from large corporations to sole proprietorships.
Pension plans
Profit sharing plans
401(k) plans
Simplified Employee Pension Plans (SEPs)
Non-qualified deferred compensation plans
Benefit Plan Design
Choose one of our IRS approved retirement plans
You may prefer to have us work with you and your attorney to establish a customized plan
We assist you in presenting and explaining the plan to your employees
Investment Management
Benefit plan investments are covered by strict IRS requirements
Plan investments are regularly monitored
Recommendations are made to adjust to changes in the economy or your plan objectives
Regular reports and statements keep you informed of all transactions
Plan Trustee Services
Assure that details of accounting, plan reporting, custody services, securities settlement and benefit payments are meticulously executed
call our Customer Service Center toll-free at 1-888-254-9500
This information was developed to give you an overview of Marquette Bank's Trust Services and is not intended as legal advice. We strongly urge you to discuss the legal issues, as well as the tax implications, with your personal attorney.
