Qualified Retirement

Create the right retirement plan for your employees.

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.

Fiduciary Services

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.

Investment 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.

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 you make more effective decisions relating to cost and participant success.

Education

We can help you educate stakeholder groups about your plan structure, investments and benefits.

  • Fiduciary education for your committee
  • Employee education
Read our latest Retirement article >>