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PLAN ADMINISTRATION

The administration of a retirement plan includes all aspects associated with the plan and its operation exclusive of investment management.  This includes, but is not limited to:

  • Plan review
  • Plan design
  • Record keeping
  • Compliance testing
  • Tax filing
  • Enrollment
  • Employee education

To find out more about our Plan Administration, contact your First Bank Relationship Manager. New to First Bank? Contact the Relationship Manager nearest you.

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