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MBT Investment Services
  Retirement Planning
  Individual Retirement Account (IRA)
  401(k)
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401(k)

A Monroe Bank & Trust  401(k) employer-sponsored retirement plan is an excellent tool for retirement savings. A percentage of an employee’s salary can be contributed on a pre-tax basis and employers can match these contributions.  

Features and Benefits

  • High-performance investment options.
  • Tax-deferred dollars for employees.
  • Deductible contributions for employers.
  • Local, knowledgeable retirement experts provide education, counseling and plan design.
  • Single point of contact avoids confusion and streamlines communication.
  • Customer-focused MBTeam retirement professionals focus on your unique needs.


Service, Support, Success

A high-quality 401(k) Plan is essential to employees’ retirement planning… and can be a determining factor in employee recruitment and retention. To ensure your plan offers the best performance available, you need the expertise and support of a financial partner with unwavering dedication  – your MBT retirement specialist.  

Your 401(k) Plan is designed by MBT's knowledgeable staff of retirement professionals. Our locally based experts offer superior support to both employers and employees, and are a single-point of contact for all your questions. That means peace of mind for you, and for your employees.   

Call 800-321-0032 to schedule an appointment or click here to contact an MBTeam retirement professional.  We’ll design a 401 (k) plan specifically for you.  

 

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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