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Retirement Consulting

Your employee retirement plan is a critical part of your benefits package. With more than 75 years of experience providing independent, unbiased consulting services, our First Western Trust team helps maximize your plan, bringing you, your organization, and your workforce peace of mind.

Our team offers retirement plan services, consulting, independent investment advice, and fiduciary risk management.

Hear from our
thought leaders.

Meet Paula Hendrickson
Director of Retirement Consulting Services

As a named fiduciary, First Western’s retirement plan 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

Dynamic Plan Design

  • ERISA 3(38) plan protection and benchmarking
  • Plan design and analysis
  • Vendor search
  • Cost and service analysis
  • Implementation coordination
  • Third Party Administrative (TPA) services
  • Customized employee education

What risks exist in your retirement plan? Get a custom analysis of your company’s retirement plan and find out which areas you should improve. Fill out the form below or reach out to Paula Hendrickson, director of retirement consulting services, at 303.634.2721.

Investment and insurance products and services are not a deposit, are not FDIC- insured, are not insured by any federal government agency, are not guaranteed by the bank and may go down in value. First Western Trust Bank cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.