Personal Banking » MCB Senior Financial Advisors

Retirement Plan Advisory Services

Retirement Plan Consulting Services

MCB Senior Financial Advisors are your trusted advisors to assist in designing a custom solution that meets the needs of your organization. We provide high-level, high-touch consulting services utilizing only selected partners known for quality service and creative solutions.

We ensure that your plan’s investment decisions are rational and prudent. We work with your investment committee to create an Investment Policy Statement that sets expectations and standards to be met going forward.

We provide:

  • Due diligence on retirement plan providers and investments
  • Guidance through the setup, conversion and implementation phase
  • Creative and maintenance of an Investment Policy Statement
  • Periodic review and monitoring of investment alternatives to benchmark investments to standards set forth within the Investment Policy Statement
  • Quarterly review of current investments and plan administration with the investment committee or designated personnel

We also offer Non-Qualified Deferred Compensation consulting services for publicly traded and closely held corporations

For more information about Retirement Plan Advisory Services, or to schedule an appointment, contact:

Todd Jones, MBA, CFP®, BCE
Director of Financial Planning and Investment Services
todd.jones@mcb.com
(423) 232-5017
Investment. Not A Deposit | Investment: Not Guaranteed By The Bank Or Its Affiliates | Investment: Not FDIC Insured
Investment: Not Insured By Any Federal Government Agency | Investment: May Go Down In Value
Financial Planning provided by Mountain Commerce Bank (MCB). Investments and securities offered by Reliance Securities LLC, member NASD/SIPC. Accounts carried with National Financial Services LLC, member NYSE/SIPC, a Fidelity Investments® company. Mountain Commerce Bank does not offer tax or legal advice. You should consult your personal tax and/or legal advisor concerning your individual situation.