First Bank Trust and Financial Services specializes in providing clients with high-quality retirement plan services. As a full-service trust and financial services organization, our dedicated team of retirement plan experts work closely with you in designing and implementing a retirement plan that best meets your objectives. From plan administration and record keeping to full trustee services, your program is handled by our in-house staff, resulting in greater control of your retirement plan and reduced plan expenses.
We can act as full trustee (discretionary or non-discretionary), investment manager or administrator of your company's retirement plan. We offer:
- Defined contribution: 401(k), profit sharing - We provide access to Retirement Services online that allows participants to self manage many aspects of their 401K plan. Learn more.
- 457 for government entities
- Defined benefit
- Non-qualified deferred compensation
To find out more about our Trust and Retirement Plan services, contact your First Bank Relationship Manager. New to First Bank? Contact the Relationship Manager nearest you.