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Plan Sponsor Services
Plan Participant Services
Employee Benefit Services
Contact M&I

Additional employee benefit services


M&I provides a full range of employee benefit and compensation programs, trustee and custody services and Taft-Hartley services including:

Trustee/Custody Services

  • Individual plan trustee and custody services
  • Master trust services
  • Full services (including trustee) for Employee Stock Ownership Plans
  • Securities lending
  • Benefits payments
  • Global custody
  • Investment management


Taft-Hartley Trust Services

Non-qualified Deferred Compensation

Flexible Spending Accounts Section 1 2 5 Plans

Health Reimbursement Accounts (HRAs)

Kevin S. Harley
National Sales Manager
M&I Institutional Trust Services

111 E Kilbourn Ave., Ste 200

Milwaukee, WI 53202

Tel. (414) 287-7250

Fax (414) 287-7125


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