Your retirement plan is a critical part of your benefits package. At First Western Trust, we bring peace of mind to you, your organization and your employees through our comprehensive retirement plan consulting, independent investment advice, and fiduciary risk management.

With over 60 combined years of retirement experience, our team understands how your business model and your goals connect, allowing us to customize a solution for your individual needs. As a plan fiduciary, we manage your personal and business risk and keep a close eye on plan operations.

Our diligent reviews of your plan’s performance ensure that it provides the maximum value to your organization. Our investment oversight leverages the strength of our experienced Investment Policy Committee to effectively meet your investment goals.

Your employees further benefit from our educational plan. Our presentations, webinars, and economic reviews equip your people with the tools they need to understand their benefits, cope with market volatility, and improve their savings rate so that they can successfully reach their retirement goals.

As a named fiduciary, First Western’s services include:

• Fiduciary Liability Management
• Named fiduciary
• Investment Policy Statement management
• Education to Plan Sponsors on Fiduciary duties
• Investment Opportunity Optimization
• Investment Policy Statement
• Investment options
• Diversification
• Periodic review
• Suggested replacements for underperforming funds
• Managed Models