Corporate Retirement Planning

First National 1870 offers high-caliber corporate retirement planning and fiduciary guidance. Sponsoring an employee retirement plan is a big responsibility. 401(k) plans, IRAs, and other options have complex rules and high oversight standards. First National 1870 Wealth Management provides guidance and support for corporate retirement planning. Our solutions are designed to help participants achieve better outcomes and encourage employee contributions.

  • Plan, design, and consulting
  • Investment consulting
  • Plan administration and recordkeeping
  • Participant education

Our turnkey solution relieves your administrative burden, allowing you to delegate most of your fiduciary responsibility. Retirement planning may not be one of your corporate core competencies, but it is one of ours.

Wealth Advisors

Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.