Investments & Planning
Retirement Plan Services

A Variety of Different Retirement Plans

In order to retain good employees in today's competitive job market, it is critical to offer benefits and plans that encourage long-term careers with your company. First National Bank handles retirement plans for both large and small business clients and plan sizes range from zero to over $50 million in assets.

The knowledge and experience of First National's retirement planning specialists are at your service to help you understand how profit sharing plans, money purchase pension plans, defined benefit pension plans, 401(k) plans and IRAs benefit you and your employees. 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

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.

Click on logo to go to Investment Gold Online

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. These options could come from the services of Wealth Management.

First National is pleased to be a full-service employee retirement plan provider.

NOT A DEPOSIT
NOT FDIC-INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE BANK
MAY GO DOWN IN VALUE