- Business Banking Services
- Specialty Finance Services
- Private Wealth Services
- Industry Expertise
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.
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