Qualified Retirement Plan

An employee retirement plan may be one of the most complex areas of your financial strategy. And it's also one of the most important. A strong retirement plan can attract and retain quality employees who provide long-term value to your clients, business and bottom line.

We're here to help turn your qualified retirement plan into a competitive advantage. Our team of retirement plan consultants will support you with the level of involvement that makes sense for your company and needs. As a partner, we can offer fiduciary support, solutions for day-to-day administration assistance and consultation on the selection and monitoring of investment managers and alternatives through First Citizens Bank Trust.

Fiduciary Services

We're committed to providing consultation and assistance at all stages of the planning process and beyond. We can work with you and your organization through a variety of fiduciary capacities, including trustee services, ERISA 3(21) and 3(38) services.

Investment Services

We offer investment consultation to help meet fiduciary responsibilities for your plan's investments. Depending on the needs, objectives and structure of your plan, you'll have access to a complete range of investment alternatives.

Plan Design Consultation

Our experienced retirement plan consultants will work with you and your committee to help design and implement a plan that meets your organization's one-of-a kind needs.

Benchmarking

We believe it's important for your organization to understand your plan's success by benchmarking its key elements against industry standards. This type of service can help when making decisions related to cost and participant success.

Education

We can help you educate stakeholder groups about your plan structure, investments and benefits. We provide fiduciary education for your committee and employees.