Retirement Plan Services

MB’s Wealth Management Group has earned the trust of our clients to manage, grow and protect their assets with a wide array of tailored solutions in asset management, trust administration and retirement plan services.

Participant Focus

Your plan participants deserve quality retirement options. We have designed a program with your plan participants in mind, going above and beyond education and guidance during the initial enrollment process. Our process is designed to provide participants with continued confidence in achieving their retirement goals.

Comprehensive Documentation

We stand side by side with plan sponsors as a co-fiduciary, and provide a comprehensive, documented, fiduciary approach that offers confidence and peace of mind. MB acknowledges and maintains full discretionary trustee status for investment fund selection, monitoring and replacement.

Consultative Approach

We work with plan sponsors to assess their plan’s objectives and to optimize participation rates, savings and tax benefits.

Open Architecture

We review the mutual fund universe to select and monitor a menu of investment fund options based upon the merits of each individual fund — not just those that are included in a vendor’s platform.

Full Fee Disclosure

Because our approach to investment management is transparent, product-neutral and fee-only, plan sponsors know the true cost of our services.

Independent Approach

We provide objective asset management and investment fund selection tailored to your plan and the retirement needs of your participants. We do not offer proprietary funds, and we credit 100 percent of all revenue-sharing fees (12b-1) back to the plan.

Administrative efficiency

We utilize technology and the expertise of our recordkeeping partner, EPIC Advisors, so you can focus on other aspects of your business.

Partnership

We communicate and collaborate with your advisors (e.g., accountants/auditors, actuaries and attorneys) to meet the objectives of your plan.

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.