Retirement - Wealth Management
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. To assist you we provide the following services:
- Administrative and investment management services for over 400 different
qualified plans.
- Team of officers responsible for supervising and providing administrative
services to your retirement plan.
- Specialized support team that provides participant accounting, discrimination
testing, and other technical services.
- Nationally recognized team of investment professionals that provide portfolio
management services and investment products for these plans.
Trustee Services
First National can and does act as trustee for plans. We can serve in many
other capacities for retirement plans including:
- Custodian
- Investment manager
- Recordkeeper
- Agent
Investment Management Services
First National offers both proprietary and non-proprietary mutual funds,
as well as a comprehensive recordkeeping system.
Recordkeeping Services
First National offers state-of-the-art services such as:
- Daily valuation.
- A voice response system.
- The ability to access your account over the Internet.
First National's Retirement Plan Services offers all of these state-of-the-art
services and more.
Consulting Services
First National's professional staff will meet with you to determine what products
and services best meet your financial needs and objectives.
Compliance Services
First National runs compliance testing to ensure that your plan is meeting
all requirements and is doing its best work for you and your employees. Additionally,
we offer several different services for our retirement plans, which can include
the following:
- Master plan services.
- Consulting and plan design.
- Full investment management.
- Employee education.
First National Bank Omaha is happy to help you explore and understand the
many retirement planning options and determine the best combinations for you.
To learn more, call a Wealth Management Advisor at 402.633.3400, or toll-free
at 1.800.538.7298, Monday through Friday, 8:00 a.m. to 5:00 p.m. CT.
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