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:
This service is offered on a discretionary or client approved basis. As objective investment advisors, we have access to all investment products in the marketplace (open architecture) and working with our independent national research professionals and advisors, we develop tailored portfolios to meet the specific needs of each client.
Personalized portfolio objectives are developed based on a client’s:
- 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.
*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.