Business Retirement Plans

Give your workforce the long-term security they deserve

We specialize in retirement plan consulting and management

Businesses have different financial outlooks. Different workforce sizes and makeup. Our Investments & Retirement Planning team knows how to weigh all the factors. We'll work with your management team to create a cost-efficient plan that best suits your unique needs.

Designing your plan is only the first step

At The Bank of Missouri, we see this as a long-term partnership. Once your plan is in place, we'll provide investment advice for the plan's assets and continuing education so your employees can understand and make full use of this valuable benefit.

Fiduciary experience and commitment

We serve as a fiduciary, setting us apart from many in our industry. That means we act on the behalf of your plan participants and are legally and ethically committed to act in their best interest. This helps reduce your risk and prevent conflicts of interest. In short, we put your needs first.

  • Work closely with plan sponsors, serving as a directed trustee and equal fiduciary
  • Specialists in plan design provide guidance in choosing the right kind of plan for your business
  • Information and feedback shared to your management and committees regularly
  • Our team provides updates on changing regulatory requirements to help ensure compliance

Sound investment options

  • All assets are screened carefully before being selected for investment with ongoing monitoring by an experienced Investment Committee
  • A diverse and robust list of low expense, institutional class funds from multiple fund families is available for participants to choose from
  • For those preferring an asset allocation strategy managed by us, managed models are available

A dedicated servicing team

  • Dedicated 401(k) specialists are involved in the day-to-day administration of the plan
  • Experienced staff will assist you, your human resources staff, and your employees
  • Our expertise and responsiveness bring a higher level of service and attention

Ongoing education for participants

You’ll find we give your participants the same care and attention we give you.

  • Quality participant education and quick response to questions from our specialized servicing team
  • Regular educational content and one-on-one consultation are offered to your employees

The Investments & Retirement Planning to team is ready learn more about your business and how we can help. You can count us to be a dedicated partner as we work together to design the best solutions for your business.

Plan Well, Live Well