Planning & Investment ServicesRetirement Planning

When considering a retirement plan, there are several things employers should look for in a full-service provider:

• Trustee and custodial services
• Investment management services
• Recordkeeping or agent services
• Proprietary and non-proprietary mutual funds
• Daily valuation of plan assets
• Plan consulting and plan design
• Plan compliance
• Internet and telephone account access 24 hours a day, seven days a week
• Master plan services
• Plan communication tailored to the needs of your employees

 

• 401(k) Plans
  Provides flexibility and control to both the employer and employee to acheive retirement goals.
• Pension Plans
  An alternative to a 401(k), Profit Sharing, or Money Purchase Plan.
• Non-Qualified Plans
  Pension Plans let employers offer employees a different retirement vehicle than 401(k), Profit Sharing, or Money Purchase Plan.
• Rollover IRAs
  When an employee retires or terminates employment from a company there is often an employee benefit plan that has a significant balance of funds that can be rolled over to an IRA.
• Profit Sharing Plans
  Offer your employees an incentive based on profitability.
• Money Purchase Plans
  Similar to profit sharing plans, but with some different benefits for employers.
• ESOPs
  An Employee Stock Ownership Plan is a kind of employee benefit plan, similar in some ways to a profit-sharing plan.
• Wealth Management HSA's
  Health Savings Accounts (HSAs) were created by the Medicare bill signed by President Bush on December 8, 2003 and are designed to help individuals save for future qualified medical and retiree health expenses on a tax-free basis.
• Endorsed Retirement Plan Services Provider of the Nebraska State Bar Association
  First National Bank's Retirement Plan Services is proud to be the Endorsed Retirement Plan Services Provider of the Nebraska State Bar Association.

Review your retirement account online

First National Bank's Wealth Management Group brings you Investment Gold Online an exclusive service that gives you the power to view your account activity online. You can see recent contributions, account balances, and more! It's the control and flexibility you need to make timely and informed decisions regarding your retirement account.

Commitment to Service

First National Bank Advisors will be happy to help you explore and understand the many retirement planning options and determine the combinations best for you. First National is pleased to be a full-service employee retirement plan provider.