First Western Trust Bank

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Wrong Turn We can work with you to determine the best plan design

Your Vision
Creating Company Retirement Plans to attract and retain the best employees
Brad and Joe’s software company has grown considerably, and the two entrepreneurs want to put in place strategies to keep their business booming. A key strategy is implementing a first-rate tax-advantaged retirement plan, designed to attract and retain talented employees while providing Brad and Joe the benefit of saving for their own retirement on a pre-tax basis. But, Brad and Joe are unsure which type of retirement plan would be best for their employees and their company.

Our Insight
Retirement plans are high-profile benefits because if designed correctly they will:

attract and retain talented employees
allow employees to save for their own retirement in the best possible way and
allow Brad and Joe to save considerable amounts for their own retirement.

At First Western Trust Bank we have the expertise to:

Determine the best plan design for Brad and Joe's company
Conduct a third-party administrator search
Provide fiduciary oversight
Coordinate and conduct participant education and training
Provide investment management
- Selection of diversified investment options to comply with the Investment Policy Statement
- Ensure ongoing monitoring of investment options and fund managers
Ensure reasonable plan expenses

We'll invest the plan's assets and can assist you in finding the resources to administer your plan. To learn more about the options available for your business, please give us a call for more information.

The foregoing discussion is general in nature, is intended for informational purposes only and is not intended to provide specific advice or recommendations for any individual or organization. Because the facts and circumstances surrounding each situation differ, you should consult your professional advisor for advice on your particular situation.

Investment Management products and services are: not FDIC insured; not obligations of the institution; have no bank guarantee; may lose value; not a deposit; no federal government guarantee.

Life Insurance products and services are: not a deposit; not FDIC insured; not obligations of the institution; have no bank guarantee; may lose value.

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