Bank of Ann Arbor Routing Number: 072413735
Bank of Ann Arbor SWIFT BIC: ANNAUS33
Bank of Ann Arbor NMLS ID: 718852
The right checking for your everyday money and savings options for your long-term goals. With easy-to-use online tools and mobile apps too.
You need to devote your energies to the health and growth of your business. We'll help with the financial resources and tools to fuel it.
You work hard to accumulate wealth for your family's needs. We'll help you with retirement and sharing it with loved ones or a favorite charity.
Our mission is helping our communities thrive through our time, effort, financial resources, and making our customers our top priority.
Providing a competitive retirement plan is no longer an option for most employers; it is an essential benefit to attract and retain quality employees. Bank of Ann Arbor is staffed with a team of investment professionals that specialize in retirement services. We will review your current 401(k) arrangement and provide a detailed comparison that includes potential enhancements.
We've established relationships with the leading companies in the retirement planning industry in order to provide our clients with the most comprehensive products and services. Our expertise combined with longstanding relationships within the industry often lead to improvements in your service, funds and pricing.
As part of our service, we will conduct a thorough review of your 401(k) plan and:
Bank of Ann Arbor will adhere to prudent standards and investment industry practices as described by ERISA. We typically provide group 401(k) meetings and are available to meet one-on-one when participants have personal questions. Our approach to communication and education is flexible. 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.
We are confident that you will value a relationship with our 401(k) team. We look forward to working with you on your 401(k) plan and welcome the opportunity to discuss our services in greater detail.
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