lanning
solutions today for your tomorrow! Clients with distributions
from corporate retirement plans key their investment
management results and avoid current income taxes by
rolling over their plan distributions into an Individual
Retirement Plan (IRA) at First American Trust Company.
Our
IRA's solutions include:
Multiple
investment management programs tailored to client
needs
Disciplined
investment strategies
Professionally rendered services by a personal Administrator
Easy
access through the phone
Investment
option include marketable seurities, mutual funds,
real estate mortgage notes and unit investment trusts.
For information on how to benefit from our IRA services,
contact one of our Representatives.
implicity
of administration and accountability are keys to appreciating
First American Trust Company Corporate Retirement Plan
Services. Whether your plan is simple or complex, has
a single or multiple investment managers, covers a few
employees or hundreds or thousands of employees, our
professional products are solutions to your needs. .
Consider
these benefits:
Sharing
of fiduciary responsibility
Single
point services offering combined investment and
trust administration
Accurate, complete and easy to interpret transaction
and asset statements are provided
Personalized
reporting designed to meet unique needs
Top
rated investment performance
Availability
of self-directed sub-accounting for multi-participant
plans