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NEWS: Solution offered to community banks through retirement plan services

April 26, 2022

NEWS:  Bankers’ Wealth Management announces solution to provide community banks retirement plan services


Madison, WI – Bankers’ Wealth Management, a division of Bankers’ Bank that specializes in providing wealth management solutions to community banks, announces a new solution, Bankers’ Retirement Partners, to provide community banks a dedicated resource to assist in managing their retirement plans and educating their plan participants.

Bankers’ Retirement Partners, designs and manages retirement plans for community banks that help them better recruit, retain and retire their talent. Bankers’ Retirement Partners manages key functions of a bank’s retirement plan, including administration, compliance, recordkeeping and custody.

Through this new solution, community banks will be able offer protection of all involved from potentially catastrophic fiduciary liability, which should be the guiding light for adding the best 401(k) or 403(b) retirement plan advisor for their bank’s retirement plan. CFOs, CEOs, Presidents, Executive Directors, and other fiduciaries have personal liability for assets in the company's retirement plan. It is crucial that plan sponsors partner with an independent practice specializing in services that reduce exposure to fiduciary liability and helps participants.

By working with Bankers’ Wealth Management, community bank partners are guided through a four step process to build a plan that is efficient and drives better retirement outcomes.

“Offering this service allows us to help our community banks recruit, retain and ultimately retire their most important assets, their employees,” expressed Jeff Zimmer, SVP at Bankers’ Wealth Management.



About Bankers’ Wealth Management
Bankers’ Wealth Management is a division of Bankers’ Bank based in Madison, Wisconsin. Bankers’ Wealth Management is committed to helping community banks expand their current offerings and realize potential opportunities of their investment programs. The experienced team, offers customized wealth management programs and support investment programs through multiple layers of risk mitigation. Community banks can focus on building client relationships and growing their investment programs by leveraging the resources provided by Bankers’ Wealth Management. For more information, visit