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Retirement Planning at Monroe Bank & Trust
Different Solutions for Different Needs
Retirement plans are of the utmost importance, both to employees and employers. There are a variety of plans available, each with their own advantages. Let MBT put our decades of retirement planning expertise to work for you.
Features and Benefits
- MBT’s personalized approach to planning means you build a lasting relationship with your retirement professional.
- Dedicated, single-source solution to plan administration takes the confusion out of retirement planning.
- Retirement planning experts knowledgeable in frequently changing tax laws.
- Large selection of retirement planning solutions, from 401 (k) plans to money purchase plans to a variety of IRAs.
- Over 65 years of experience developing retirement plans for local employers.
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Learn from our experts. Read the current edition of The Washington Street Informer - the MBT Wealth Management Group newsletter discussing market conditions, trends and strategies.
Subscribe Here!
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Personalized, Professional
Retirement plans are invaluable tools for employees and employers alike. The proper plans – and combination of plans – can go a long way towards building savings and satisfaction for employees, and are powerful recruiting and retention tools for employers.
At Monroe Bank & Trust, we have a variety of high-performing plans. But more importantly, we have the experienced retirement professionals – your MBTeam - ready to match you with the proper plans and make them work harder for you. With 65 years of helping employers develop their retirement plans, we have the know-how to provide tailor-fit solutions.
Put our local, personalized customer care to work for you. Call 800-321-0032 to schedule an appointment or click here to contact an MBTeam retirement professional.
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The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. |
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