Retirement Plan Advisor Services

First Western Trust’s Retirement Plan Advisor team helps business owners and executives optimize 401(k) and nonqualified retirement plans to meet your company’s and leadership’s needs.
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Retirement Plans That Work For Everyone

First Western Trust’s Retirement Plan Advisors collaborate with business owners, C-suite executives, and HR teams to design customized 401(k) and nonqualified retirement plans that support strategic business goals while meeting the complex financial needs of executives.

Unlike many advisors, we serve as a fiduciary to the plan—helping minimize risk for business owners and ensuring every decision aligns with your best interests. We also deliver a premium level of service, even to smaller plans, with consistent, proactive engagement.

Most plans have advisors. But many aren’t fiduciaries—and many provide limited service, often going years without meaningful contact. At First Western Trust, we take a hands-on, holistic approach, partnering directly with leadership to design, implement, and actively manage plans that benefit both the business and its employees.

We also provide personalized support to executives with advanced planning needs, ensuring retirement strategies are fully aligned with long-term financial goals. Whether enhancing an existing plan or building one from the ground up, we help optimize retirement benefits—strategically and responsibly.

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Retirement Plan Advisor Solutions

Fiduciary Advisor Services

As fiduciaries, First Western Trust advisors are legally and ethically committed to acting in your best interest. This means we take on a higher level of responsibility—helping reduce your risk, managing investments with care, and ensuring your plan is built to serve both your business and your employees effectively.

Premium Service to Plans of All Sizes

At First Western Trust, we believe that plan size shouldn’t dictate the quality of service. That’s why we provide a premium level of attention and strategic support—even to smaller retirement plans. Our clients, regardless of plan size, receive proactive guidance, consistent communication, and personalized service tailored to their unique goals.

Custom Retirement Plans

First Western Trust’s advisors design, manage, and service retirement plans, including 401(k) and nonqualified options. Whether you’re enhancing an existing plan or starting fresh, we’ll help build a solution that aligns with your business goals and supports your employees’ financial future. We offer a wide range of retirement plan options, including:

• Defined Contribution Plans: Explore flexible options like 401(k), 401(a), 403(b), and 457 plans for effective employee retirement savings.

• Employee Stock Ownership Plans (ESOPs): Elevate employee motivation and retention by offering a meaningful stake in the company’s success.

• Defined Benefit Pension Plans: Provide financial security with a reliable retirement income based on salary and service.

Retirement Planning for Executives

Supporting your executives with tailored financial planning is essential. First Western Trust helps navigate the complexities of executive compensation, stock options, retirement planning1, and tax strategies3, ensuring both executive success and company retention. Whether optimizing existing plans or exploring new options, we’re here to guide you and your leadership team toward financial security.

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Retirement solutions that work for all parties involved.

Connect with our team today to explore how we can help you and your leadership team develop a personalized retirement plan that benefits everyone.

Member FDIC
Retirement services are Not a deposit, Not guaranteed by the Bank, May Lose 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.