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EMPLOYEE BENEFIT ACCOUNTS

First Trust of MidAmerica serves as trustee or custodian for a variety of qualified employee benefit retirement plans:

Profit sharing plans

Defined benefit plans

Employee stock ownership plans

401(K) plans

We specialize in small and medium size plans and support the efforts of independent advisors and brokers.

Our services include:    

  • consultation on plan design options;
  • assist with employee communications and meetings;
  • actuarial valuations for defined benefit plans;
  • government filings;
  • trustee and custodial services;
  • complete plan administration for qualified plans.


 
Trust investments are not insured by the FDIC
Trust investments are not deposits or obligations of the institution and are not guaranteed by the institution
Trust investments are subject to investment risks, including possible loss of the principal amount invested

Copyright © 2007 First Trust of MidAmerica
Revised: 10/04/2007