University Retirement Plans

Guidance for Employees of Michigan State University, University of Michigan, Wayne State University, and Other Colleges and Universities

Your employer-sponsored retirement plans, such as 401(a), 403(b), and 457 plans, are often among the most significant pieces of your long-term financial future. At DartBank Wealth, we help ensure those assets are thoughtfully managed alongside your broader financial plan, so you can retire with greater confidence and control.

With nearly 30 years of experience, we’ve had the privilege of working with numerous faculty, staff, and physicians from top institutions across Michigan.

How We Support University Professionals

• Hands-on management of your self-directed retirement plans, including 401(a), 403(b), and 457 accounts
• Independent, fiduciary advice aligned with your goals, not commissions
• Fee transparency, with the ability to deduct our advisory fees from most accounts on a pre-tax basis
• Customized retirement planning forecasts, updated as your goals evolve
• Client portal access with daily investment performance
• Optional management of your other family investments, for a more holistic view

Whether you’re early in your career or preparing to retire, we’ll help you make sense of your investment options, evaluate pre-tax vs. after-tax strategies, and develop a plan that fits your timeline and lifestyle.

Let us help you make the most of your university retirement plan and bring clarity to your long-term financial future.