7700 Mineral Point Road
Bankers' Retirement Partners
One of the key assets of any bank are its employees. It’s becoming harder to find and keep the right talent in every industry, banking is no exception. Bankers’ Wealth Management is here to help by introducing a new solution that gives community banks an resource to assist in managing your current retirement plan and educating your plan participants.
We are not just retirement plan specialists. We are community bank plan specialists. Our team has extensive background in the major retirement plan related functions such as: administration, compliance, recordkeeping, and custody. Most notably, we have intimate experience in working with and for community banks. Our passion is building stronger community banks by assisting with crafting retirement plans that: Recruit the right people, Retain key personnel, and Retire participants successfully.
As with all of our Bankers’ Bank solutions, our priority is your bank. By partnering with Bankers' Retirement Partners, we will assist in providing you with fiduciary and education support for your committee and plan participants in addition to assisting with plan design, investments and fees. We strive to partner with you to ensure that your retirement plans are in top form, your plan participants are educated and you staff is maximizing the support from your outside recordkeeper/ TPA at the most reasonable price afforded by the industry.
As your plan specialists, we will guide you through our four-step process to build a plan that not only strives to be efficient for you bank, but effective at driving better retirement outcomes.
*This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult you attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bankers’ Bank and Bankers’ Retirement Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bankers’ Retirement Partners, and may also be employees of Bankers’ Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bankers’ Bank or Bankers’ Retirement Partners. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Bankers' Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html