Retirement Plan Services

Retirement Plan Services Overview

How can we best serve your business and retirement plan needs of your employees?

First, we listen and learn.  Our team gets to know you, your company, your goals and your challenges.  Then our Retirement Plan Specialists deliver a full-service, competitively priced plan to help you and your employees achieve retirement readiness.

Why FirstMerit?

We build meaningful, long-term partnerships with business owners and executives who depend on us for professional, local support.

Administering, funding and managing corporate retirement plans can be complex, but our goals for you are simple: make your life easier, your employees more secure and satisfied, your day-to-day operations smoother, and your business more successful.  It's what we have done for hundreds of companies - from privately held firms to large corporations - for more than 50 years.

Features & Benefits

  • Institutional-quality trustee services for meeting fiduciary responsibilities
  • Comprehensive, nonproprietary investment choices and continuous performance monitoring
  • A transparent "full disclosure" fee structure
  • Fully integrated retirement plan design and administration through a single source
  • Responsive service from your personal, local team of specialists
  • Assistance with new federal rules, implementing plan changes, and reporting requirements
  • Onsite employee enrollment and ongoing education and communication

Let's Talk