Meeting about retirement plan services 

Retirement Planning

 

Our philosophy of transparency is your benefit.

Macatawa Bank Retirement Plan Services (RPS) administrators live right in your community. They work closely with company owners and plan sponsors to develop individualized retirement plans that provide; quality investment options, investment education for participants, and ongoing plan sponsor support. Meet personally with your plan sponsor at least annually to review your plan and investments. Or we will provide a complimentary Financial Plan for every member of your management team.

Get local access to seasoned professionals and state of the art technology.  We work closely with you to develop an individualized retirement plan that:

  • Provides plan design and implementation
  • Quality investment options
  • Investment education for employees
  • Ongoing plan sponsor support

Our Retirement Plan Services provides all types of retirement plans including 401(k), 403(b), Pension and SIMPLE IRA Plans.

Some of the benefits offered are:

  • Local administration in West Michigan
  • Plan trusteeship
  • Experienced staff with an average of 20 years in the industry
  • Nationally recognized mutual fund families
  • Daily valuation of accounts with internet accessibility
  • Customized website where employees can view account balances, transaction history and conduct fund allocation elections and transfers
  • Investment education for employee groups or one-on-one
  • Experienced staff dedicated to quality service

Make a no obligation appointment to learn more.  Call or email today.



Brad Kolean

Brad Kolean, CRSP®

VP, RPS Manager

P: (616) 494-1418


Tom DeWitt

Tom DeWitt, QKA®, QPFC®

VP, RPS Administrator

P: (616) 820-1349


photo of Jason Schrotenboer

Jason Schrotenboer 

RPS Administrator

P: (616) 233-3308 



  

Products offered by Macatawa Bank Wealth Management are:  Not insured by the FDIC.  Not a bank deposit, bank obligation, or guaranteed by the bank.  Subject to investment risk, including potential principal loss.

We're happy to help.

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