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Business Retirement PlansBusiness Retirement Plans

Wrestling with the job of helping your employees save for retirement while keeping benefit costs in line? First American Employee Benefit Services can save you time and resources, and cut costs — the results are measurable.

Together we'll build a successful plan based on a needs assessment, and guide your plan sponsors to make prudent fiduciary decisions.

 

                           

We Can Help

Our reliable process addresses the three primary aspects of business retirement plans: investment choices, business risk and employee education.

Whether you are converting the type of plan you offer, changing one or more service providers, updating your investment choices, or fine-tuning your plan, our non-traditional approach allows us to consult with any plan sponsor no matter who the current benefit program provider is.

Retirement Plan Products

 

Qualified Retirement Plans:

  • 401(k) Plans
  • Profit Sharing Plans
  • Aged Weighted Plans
  • Employee Stock Ownership Plans
  • 403(b) Plans
  • SIMPLE 401(k) IRA’s
  • SEP Plans 

Non-Qualified Retirement Plans

  • Excess Benefit Plans
  • Deferred Compensation Plans

 

 

 

 

 

 

 

 


Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and First American Wealth Management Group are not affiliated. Additional products and services may be available through First American Wealth Management that are not offered through AIC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.

A representative from First American Wealth Management Group will contact you to provide requested information.