Your company’s success relies on the people who make it work, and a top-notch employee benefits plan is vital to attracting and retaining the best people. In addition to tax benefits, these plans can also offer employees a tangible incentive to increase the profitability of your company.
Let our knowledgeable and experienced specialists guide you through the ins and outs of Pension and 401(k) Plans, Profit Sharing Plans, Simplified Employee Pensions, and IRAs that can benefit you and your employees.
As your plan provider, we will assume full fiduciary oversight of your plan. Without the administrative burden or legal exposure of serving as plan trustee, you can focus on what you do best – ensuring the success of your business.
When it comes to retirement plans, one size does not fit all. Whether you are a sole proprietorship or a large corporation, today’s retirement plan options provide more flexibility than ever before. But they also come with large and complex legal requirements that can be ambiguous and confusing. We'll help you understand your options and make the decisions that are right for your business.
Our company retirement planning team designs and provides administrative support for a broad range of Qualified and non-Qualified retirement plans, including:
Profit Sharing Plans
Simplified Employee Pension Plans (SEP)
An important part of establishing your company's retirement plan is naming a fiduciary who has the authority to make material decisions about your plan.
Fiduciaries are individually responsible for operating your plan according to the plan document and IRS/Department of Labor regulations, so it's essential that your fiduciary have expertise in plan administration and investment management.
As a discretionary corporate trustee, First Financial Trust will serve in this role for your retirement plan, extending the highest level of protection to you and your plan sponsors, on both a corporate and individual basis.