Corporate Retirement Solutions

Elevating your employees’ retirement readiness with custom solutions that enhance your benefits package and showcase your commitment to well-being.
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Comprehensive Employee Retirement Plans

As a business owner, recognizing the value of a corporate retirement plan is crucial for employee retention and retirement preparedness. At First Western Trust, we simplify the retirement planning process, allowing you and your team to focus on business growth while we manage your retirement plan effortlessly.1

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Retirement Plans
Fiduciary Management
Retirement Planning
Our Corporate Retirement Plans

Discover a range of retirement options, from flexible defined contribution plans to Employee Stock Ownership Plans and Defined Benefit Pension Plans, all designed to secure a prosperous future for you and your employees.1

  • Defined Contribution Plans — Explore our diverse defined contribution plans like 401(k), 401(a), 403(b), and 457, designed for flexible and effective employee retirement savings.
  • Employee Stock Ownership Plans (ESOPs)  — Elevate employee motivation and retention with Employee Stock Ownership Plans (ESOPs), offering them a meaningful share in the company’s success.
  • Defined Benefit Pension Plans —  Provide financial security through Defined Benefit Pension Plans, ensuring a reliable retirement income based on salary and service.
Retirement Plan Fiduciary Responsibilities

With ERISA 3(38) protection, unbiased advice, and comprehensive education on fiduciary duties, we ensure your retirement plan is managed with the utmost care and compliance, optimizing your investment strategy.1

  • ERISA 3(38) Plan Protection — Ensures your investments are managed with the highest fiduciary standard, offering you peace of mind and compliance.
  • Unbiased Insights for Empowered Decisions — Offering impartial advice that supports choices aligning with your best interests.
  • Education to Plan Sponsors on Fiduciary Duties — Elevates your understanding of legal and ethical responsibilities, fostering informed and compliant decision-making on your part.
  • ERISA Compliant Investment Policy Statement — Acts as a strategic guide for investment decisions, aligning your actions with regulatory requirements for assurance and clarity.
  • Investment Policy Statement Management — Maintains your investment direction and adherence to your goals, ensuring dynamic responsiveness to your objectives and regulations.
  • Investment optimization and Management — Maximizes your returns relative to risk, customizing strategies to meet your specific objectives and enhance your portfolio performance.
  • Quarterly Reviews — Facilitates ongoing assessment and adaptation to market changes, ensuring your strategies remain robust and aligned with your goals.
Designing Retirement Success

From design and vendor selection to implementation and ongoing compliance, our personalized retirement planning services ensure your organizational goals and employee needs are perfectly aligned for a successful future.1

  • Plan Design and Analysis — Customize your retirement plan design, ensuring it aligns perfectly with your organizational goals and employee needs.
  • Vendor Search — Streamlines finding the right service providers for you, ensuring a perfect match for your plan’s requirements.
  • Cost and Service Analysis — Offers you a detailed comparison of potential costs and services, enabling you to make informed decisions that optimize value.
  • Implementation Coordination — Manages the setup of your chosen retirement plan, ensuring a smooth and efficient transition for you and your employees.
  • Customized Employee Education — Provides your workforce with tailored educational programs, enhancing their understanding and engagement with the retirement plan.
  • Monitoring and Advising on DOL and IRS Regulatory Changes — Keeps you informed of the latest regulatory developments, ensuring your plan remains compliant and up-to-date.
  • Plan Terminations — Guides you through the complex process of ending a plan, ensuring compliance, and protecting your interests.
  • Compliance Issue Corrections — Helps you address and rectify any compliance discrepancies, safeguarding your plan’s integrity and peace of mind.

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Investment Management

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Ready to learn more? Let’s have a conversation.

Learn how our retirement plan team can design a retirement plan that benefits both your employees and your business.
Retirement services are Not a deposit, Not guaranteed by the Bank, May Lose Value.