Your retirement plan may be one of the most complex areas of your financial strategy. But it's also one of the most important. A strong retirement plan can help attract and retain the quality employees who provide long-term value to your customers, your business and your bottom line.
At First Citizens, we're here to help you turn your retirement plan into a competitive advantage. Taking a consultative team approach, we'll support you with the level of involvement that makes sense for your company and your needs. As your partner, we can offer fiduciary support, solutions for day-to-day administrative assistance and consultation on the selection and monitoring of investment managers and alternatives through First Citizens Bank Trust powers.
We're committed to providing consultation and assistance at all stages of the planning process and beyond. As your advisor, we can work with you and your organization through a variety of fiduciary capacities, including trustee services, ERISA Section 3(21) investment advisory, and 3(38) investment management services.
We offer investment consultation to help you meet your fiduciary responsibilities for your plan's investments. Depending on the needs, objectives and structure of your plan, you will have access to a complete range of investment alternatives.
Plan Design Consultation
Our experienced Advisors will work with you and your committee to help you design and implement a plan that meets your organization's one-of-a kind needs.
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 you make more effective decisions relating to cost and participant success.
We can help you educate stakeholder groups about your plan structure, investments and benefits.
- Fiduciary education for your committee
- Employee education
First Citizens Wealth Management is a joint marketing mark of First Citizens Bank & Trust Company ("First Citizens Bank"), Member FDIC; First Citizens Investor Services, Inc., Member FINRA, Opens in a new tab/SIPC, Opens in a new tab, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate; and are subject to investment risks, including possible loss of the principal amount invested. Past performance is no guarantee of future results. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. Member FINRA, Opens in a new tab/SIPC, Opens in a new tab. First Citizens Asset Management, Inc. provides investment advisory services.