Employer Plans

The Trust and Investment Management Group at Bank of Ann arbor provides 401(k) advisory services to Michigan-based companies both large and small. We partner with a variety of industry-leading service providers to deliver cost-effective solutions such as Fidelity, Vanguard, Empower, John Hancock, Principal, Voya, ADP and Paychex. Our team of professionals specializes in retirement services and offers personalized support to minimize your responsibilities and achieve your goal of providing a meaningful retirement savings plan.

Our Service:

  • Our team will conduct a comprehensive review of your retirement plan to determine if your current provider arrangements are aligned with your needs
  • We provide group 401(k) meetings and are available to meet one-on-one when participants have personal questions
  • BOAA's Investment Management Group serves as a 3(21) or 3(38) Fiduciary in selecting and monitoring your investment menu

Our team has significant experience in providing education and we are staffed with MBA's, CFA's, and attorneys. Most meetings emphasize key concepts and focus on the importance of diversification, asset allocation and the risk characteristics of the investment options.





Retirement Planning

 
We help companies with their 401k and 403b retirement plans

We help companies with their 401(k) and 403(b) retirement plans