Corporate Retirement Plan Services

Corporate Retirement Header

The PrivateBank is known for its passion for helping others – in business and in our communities.  The Corporate Retirement Plan Services group builds on this passion. Working hand-in-hand with businesses – both large and small –our goal is to create programs that advance the goals of companies and help employees on their journey to retirement.

Whether retirement is 40 years away or just around the corner, our approach is to create a program that fits your employee demographics, encourages higher participation rates and attracts new talent.

We are your partner throughout the stages of your plan while we never take our eye off of providing you services to help you meet your fiduciary responsibilities.  Our comprehensive services include ERISA 3(21) investment fiduciary, trustee fiduciary, and extensive consulting expertise.

Our comprehensive services include:


savings piggy bank icon

ERISA Investment Fiduciary
We’ll assist you with the operation, administration and management of your plan.
Learn more

ERISA magnifying glass icon

Consulting Services
Our professionals have diverse backgrounds that include compliance, administration, audit, plan document design and restatement.
Learn More

Consulting umbrella icon

ERISA Directed Trustee & Discretionary Trustee
ERISA requires plan assets be held in trust and overseen by a named trustee, either individuals or a corporate trustee who assumes a fiduciary role.
Learn More

ESOP nest egg icon

Employee Stock Ownership Plans (ESOP)
If you are looking to transition your business and create greater personal liquidity, an Employee Stock Ownership Plan is an option for your company.
Learn More

Trust services, investment products, and capital market products are not FDIC insured; not deposits, or obligations of or guaranteed by The PrivateBank; and are subject to investment risk, including loss of principal. The PrivateBank does not provide tax or legal advice. Clients should consult their legal and/or tax advisors for advice and information applicable to their specific circumstances.

*Email is not a secure method of communication and should NOT be used to send personal or financial information.