M&T Bank : Employee Benefit Services - Defined Benefit Plans
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Defined Benefit Plans

We understand the complexities of managing a Defined Benefit Plan for your business. The Employee Benefit professionals at M&T Investment Group are well-positioned to assist you in managing your Defined Benefit Plan through a range of custody and cash management services that include:

  • Trustee services for retirement plans
  • Investment management
  • Custody
  • Disbursement services
  • Master trust services 

If you have an existing Defined Benefit Plan with over $1,000,000 in assets, require an SAS 70 letter with annual filing or you are looking for a corporate trustee, M&T Investment Group offers solutions to guide you and your employees through the intricacies of managing your plan.

Cash Balance Plans
If your company is looking for a retirement plan that combines the best features of Defined Contribution and Defined Benefit Plans, a Cash Balance Plan may provide the solution. 

A Cash Balance Plan may be well-suited for:

  • Professional practices, including retirement plans for medical practices
  • Profitable small businesses with stable earnings
  • Companies with a disparity between the ages of the owners and employees or the salary of the owners and employees

The Employee Benefit professionals at M&T Investment Group can help you determine if the Cash Balance Plan would benefit you and your employees.

Contact Us
To learn more about Defined Benefit Plans, such as a Cash Balance Plan, contact your M&T relationship manager today or call us at 1-800-724-8330.

Investments: • Are NOT FDIC-Insured • Have NO Bank Guarantee • May Lose Value

Brokerage services are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.

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