First Business

We help create retirement plans both you and your employees can be proud of.

There are many retirement plans in the marketplace. Determining which plan is right for your business’s unique needs is crucial. At First Business Trust & Investments, we provide the objective advice you require to sort through the complexities of retirement plan design, implementation and monitoring.

Our firm offers these key advantages:

  • Trustee and investment services that deliver fiduciary peace of mind.
  • Proactive Relationship Managers that acts as a single point of contact to answer your retirement plan questions.
  • Local trust professionals that specialize in retirement plan services.

In today’s competitive environment for quality employees your retirement plan should be an attraction not a distraction to your business pursuits. This is why we create retirement plans you can proudly offer employees.

Components of a Successful 401(k) Program

Our 401(k) program has five key components:

  1. Flexibility to maximize your plan’s benefits and encourage positive employee behavior.
  2. Nonproprietary investment funds that are continually monitored for proper performance and allocation.
  3. Fiduciary services allowing us to act as a discretionary trustee sharing direct responsibility for monitoring assets to match plan specifications.
  4. Through a single point of contact and a high level technology we work with plan representatives to ease administrative and record keeping services.
  5. A targeted education program encouraging employees to enroll, save, invest and plan smarter.

Our process is designed to provide a seamlessly delivered, cost competitive retirement plan supported and serviced by local experts. We know the retirement plan business, so you can stay focused on growing your business. 

Serving Companies in Our Local Markets

First Business & Trust Investments accomodates you as your business grows, whether you are a small company, a well-established corporation or somewhere in between we provide the expertise to identify a retirement plan that attracts and retains the best employees.

At First Business, your advisor is always close by and ready to help. Call us locally to discuss how we can help you.

  • Madison: (608) 218-8000
  • Milwaukee: (262) 792-7150
  • Appleton: (920) 734-1800
  • Oshkosh: (920) 231-2400
  • Green Bay: (920) 435-5442

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