What We Do >> Retirement Plan Services >> Introduction
Northwest Bank & Trust Company
Investment Management Group
Our Philosophy
We know the value that your employees place on a retirement plan with quality investments available, education and communication offered, and ease with which they can make transactions and obtain helpful information.
We take a proactive, hands-on approach to help our clients keep their plan running smoothly.
Northwest Bank & Trust Company and our retirement plan partners will assign an experienced team consisting of Trust Officers, Relationship Managers, Retirement Plan Consultants, and Retirement Plan Specialists to achieve all customer metrics and goals. Our conversion teams work with the ongoing service team from the beginning of the conversion process to completion, ensuring a smooth transition. As part of the overall implementation plan, we conduct extensive internal client service training to ensure information accuracy. The service team will be available to the plan sponsor during both the transition phase and the ongoing service phases of the plan’s development.
Our team approach provides the necessary structure and the technical assistance to install and implement a plan as efficiently as possible. The ongoing service team is also involved with the implementation, which helps ensure a smooth hand-off once the transition is complete.