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In an age where workers are more mobile than ever, offering competitive benefits is an advantage for employee retirement and critical for attracting top-quality talent. The retirement plan specialists within our First Business Trust & Investments group work with you to develop a plan from start to finish that includes employee education and a wealth of resources to help them maximize this valuable benefit. With ERISA experts on staff, we offer more expertise and individualized attention, and you’ll never wonder if your plan is compliant.

Your Company Retirement Plan and the CARES Act


First Business Employee Benefits experts Gary Fossum, Aaron Schmanski, and Aaron Osten discuss new provisions in the Coronavirus Aid, Relief, and Economic Security (CARES) Act that affect retirement plans and can help people cope financially with crisis-related stresses.

THE COMPLETE RETIREMENT PLAN PACKAGE

Our process provides a seamlessly delivered, cost-competitive retirement plan supported by local experts.


You’ll also enjoy:

  • The security of knowing your plan is ERISA-compliant, with access to an ERISA expert
  • Continuous monitoring for performance and diversification
  • A true partnership — we can serve as discretionary trustee and co-fiduciary
  • A single point of contact for your retirement plan and employee education

 

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You Come First

For your peace of mind, we act as a discretionary trustee and investment fiduciary, sharing responsibility for monitoring assets to match your specifications. Offering only non-proprietary funds means we remove conflict of interest while designing cost-effective company retirement plans that provide a competitive return.

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Transparent Pricing

Winning your trust is important to us, which is why we believe in transparent pricing. When we work with you to create a custom retirement plan, you’ll know all the details and fees up front. No surprises.

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Local Experts

As a member of your community, we have a vested interest in offering the highest level of proactive client service. We specialize in maintaining ERISA-compliant plans, and providing industry knowledge.

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Employee Education

Actively engaging your employees in retirement saving requires ongoing education, which is often time-consuming for small human resources departments. Our experts offer education to encourage employee retirement saving and promote best practices in retirement planning.

NOTICE

Access to Online Private Banking is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as soon as possible. If you have questions, please contact us at: 855-257-4149.

Contact Us ›

NOTICE

Access to Online Business Banking is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as soon as possible. If you have questions, please contact us at:

• Wisconsin Region: 608-232-5938
• Kansas Region: 913-717-6464

NOTICE

Access to our Remote Deposit Capture system is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as possible. If you have questions, please contact us at:

  1. Wisconsin Region: 608-232-5938
  2. Kansas Region: 913-717-6464

NOTICE

To protect clients and employees, we temporarily suspended courier service. For other deposit needs, please see your client email sent on 3/16/2020 for instructions regarding deposits at your local First Business Bank office.

To set up Mobile Banking, please contact our Treasury Management Support team at 608-232-5938. We will alert you when courier service is available again. Thank you.