Retirement Plan Services for Businesses

Wealth management services for the seasoned and first-time investor alike.

RETIREMENT PLAN SERVICES for businesses

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	Managing your company’s retirement plans can be a full-time job. Monroe Bank has experienced professionals and a state-of-the-art program to relieve you of the complicated task.
	Our Commitment to You
	Our first priority is to help create a plan that meets your objectives. Monroe Bank's team of professionals will conduct a thorough analysis of your current plan (if applicable) and a detailed assessment of your company's employee base. We will then make recommendations and design your new plan to meet your stated objectives. Monroe Bank can construct your plan using our flexible, IRS-approved modeling document. We will provide on-site enrollment and we will conduct educational sessions to ensure that the plan and its features are communicated clearly to your employees.
	Our Services
	• Trustee and fiduciary responsibilities • Professional investment management • Daily valuation recordkeeping services • Local support by a team of professionals • Contributions, distribution, transfer and loan processing • Participant tax withholding and reporting • Safekeeping and protection of assets • Access to over 12,000 mutual funds • Internet access to accounts • Detailed transaction statements • Mutual fund registration/settlements • Certified annual accounting
	401(k) Management Services
	Companies that join our retirement plan network receive a 401(k) plan that: • gives their employees access to more than 8,000 mutual funds • lowers their company’s administrative costs • has instant Internet account access for individual 401(k) holders • has highly cost-efficient trading • can include your Company stock • has a knowledgeable Monroe Bank team specifically assigned to them to handle investment and administrative issues
	Other Plans
	• 403(b) • Deferred Compensation • Profit Sharing • Pension • Employee Stock Ownership Plan (ESOP) • Rabbi Trusts/Non-Qualified Plans • SIMPLE Plans • SEP IRAs
	Contact Us
	Monroe Bank Wealth Management Group 2801 Buick-Cadillac Boulevard, P.O. Box 2329 Bloomington, Indiana 47402-2329 Phone: (812) 331-3425 Fax: (812) 331-3460 E-mail
	Disclosures
	Monroe Bank does not provide tax or legal advice. Please see your tax advisor or attorney to determine how information contained in Monroe Bank's Wealth Management Services web site may apply to your own situation. Investment products, including brokerage services, are offered through Raymond James Financial Services, Inc., a registered broker dealer, member NASD and SIPC. Annuities are underwritten by licensed insurance companies that are not affiliated with Monroe Bank.

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	RELATED LINKS
	• Team Green: Exclusive Banking Benefits for Your Employees >
	• 401(k) Customer Log-in >
	• Read Online Agreement Terms >
	• Download Log-in Access Request Form (pdf) > (Requires Acrobat Reader)
	• Download latest Insights Newsletter (pdf) >
	• Trust & Investment Management Team >
	• Contact Wealth Management Services >