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​Retirement Planning at Monroe Bank & Trust

Different Solutions for Different Needs

Let MBT put our decades of retirement planning expertise to work for you.  

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.

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.
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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