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.
We act as a discretionary trustee and investment fiduciary, sharing direct responsibility for monitoring assets to match your specifications. This allows you to maintain your focus on generating revenue while offering first-rate retirement benefits.
As members of your community, we have a vested interest in offering the highest level of proactive client service. We specialize in keeping plans ERISA-compliant, and providing industry knowledge.
You Come First
We only offer non-proprietary investment funds, so you know we're acting in your best interest, designing company retirement plans to be cost effective and to provide competitive returns.
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.
The Complete Retirement 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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