Institutional Trust & Retirement Plan Services

All institutions deserve a strong foundation. Our dedicated relationship managers and investment professionals bring together the necessary components of sound investment and administrative services your organization deserves.

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 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 offers custom retirement planning solutions for small to mid-sized businesses. MB Select is a comprehensive retirement plan program that emphasizes 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, 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 work with nonprofit organizations towards 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

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.

Retirement Plan Services

Our Retirement Plan Services team delivers institutional investment management capabilities to sponsors of retirement plans beginning at $2 million in assets.

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This information is not intended to be legal, investment or tax advice and should not be relied upon. MB Financial Bank, N.A. and its affiliates do not provide legal or tax advice. You should review your particular circumstances with your legal and tax advisors.  

Any investments purchased or sold are not deposit accounts and are not endorsed by or insured by the Federal Deposit Insurance Corporation (FDIC), are not obligations of MB Financial Bank, N.A., are not guaranteed by MB Financial Bank, N.A. or any other entity and involve investment risk, including possible loss of the principal amount invested.

 

Research and commentary

MB’s Asset Management and Trust Group presents the most recent review of the market.