Institutional Trust and Retirement Plan Services

MB Financial Bank has been providing fiduciary and investment services to Chicago-area employers, nonprofit  organizations and Public Funds for over 100 years. Our dedicated relationship managers and investment professionals bring together all the necessary components of sound investments and administrative services for your organization.

Our Institutional Trust and Retirement Plan Services professionals are experienced in working with various organizations and their respective decision making structures. We understand that all organizations are unique and are dedicated to being an invaluable partner by truly understanding your organization.

 

Employer-sponsored retirement plans

MB Select: Custom retirement planning solutions for small to mid-sized businesses.

 

MB Select is a comprehensive retirement plan program that emphasizes a focus on one-on-one  relationships. Plan sponsors who choose MB will have access to technology and highly specialized experience without giving up personal service and easy access.

Institutional investment management

As part of the overall Wealth Management department, with more than $3 billion in assets under administration and an in-house research team, our experienced investment managers construct customized managed investment strategies for our  institutional and employee benefit clients.

Foundations and endowments

MB is a relationship-driven financial institution with a deep understanding of and strong commitment to mission-driven organizations.  We can help nonprofit organizations reach their goals by providing customized financial solutions that are mission aligned and delivered through a local team of professionals focused on the nonprofit sector.

Illinois police and fire pension fund services

Serving those who protect our communities.

With a wide range of trust, investment and payment processing solutions, MB is uniquely positioned to help pension boards safeguard and grow their funds. Our client service professionals maintain a close relationship with each client, keeping lines of communication open and meeting with trustees on a regular basis.