irst
American Trust's First Choice Plan Administration solutions
are your key to personalized accurate client evaluations
and customized plan designs. We offer a wide choice
of retirement plan options along with employee education.
Each client's special needs are recognized in providing
plan administration services.
Plan
Design Consulting Services solutions include:
401(k)
Plans
Deferred
Contribution Plans
Simplified Employee Pension Plans (SEP IRA)
Plan Administration Services solutions include:
Daily
Valuation and Balance Forward participant record
keeping services to meet every employee's needs
Voice
Response for account balance inquiries and investment
fund allocation changes, to give participants flexibility
they require
Timely compliance testing and 5500 report preparation
insure tax deductibility
Available approved prototype plan documents make
adopting a plan easy
Complete
participant loan processing eases the burden of
processing plan loans
We deliver solutions for plan administration needs! For
information on how to benefit from our retirement plan
service, contact one of our Plan
Representatives.
ur
"turn key"solutions for selling your plan to employees
are as simple as providing your support staff training.
Our professionally trained and competent Plan Administration
staff will prepare your education resource solutions.
Supported
Plan Administration Solutions include:
Company
Staff Plan Administration process training
Employee
Participant Plan informational session
Retirement Plan and
401(k) savings plan(s) with projections of retirement
income
Tools
to identify employee investment risk levels
Customized
enrollment forms, administrative materials and employee
interpretive materials
irst
American Trust's First Choice Plan Administration solutions
are your key to personalized accurate client evaluations
and customized plan designs. We offer a wide choice
of retirement plan options along with employee education.
Each client's special needs are recognized in providing
plan administration services. 
ur
"turn key"solutions for selling your plan to employees
are as simple as providing your support staff training.
Our professionally trained and competent Plan Administration
staff will prepare your education resource solutions.