Corporate Retirement Plan Services

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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:

 

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ERISA Investment Fiduciary
We’ll assist you with the operation, administration and management of your plan.
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Consulting Services
Our professionals have diverse backgrounds that include compliance, administration, audit, plan document design and restatement.
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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.
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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.
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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.

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