Retirement Plan Services

Retirement Planning Tailored for Your Business

At First Citizens Wealth Management, our dedicated retirement team works to design and administer a retirement plan that meets the unique needs of your business and your employees.

Get a Complimentary Consultation

Terry Bleile, CPA (inactive), AVP, Wealth Advisor, pointing at a screen with retirement chart

A Team You Can TRUST.

Working with us for your retirement plan offers:

  • Local, dedicated relationship management
  • Trustee and custody services
  • Fund selection and monitoring
  • Transparent, fully disclosed fees
  • Comprehensive administration and compliance
  • Plan design and consulting options
  • Employee education and investment tools
  • 24/7 account access via mobile app and online

Retirement Plan Services

Retirement Plan Types

Review retirement plan options for your business and employees.

Plan Reference Guide

collen mooeny on the computer

5 Reasons to Plan for Retirement Early

Our dedicated team is here to help guide you through the retirement planning process and help set you up for future success. 

  • Maximize Long-Term Growth 
  • Reduce Financial Stress in Retirement 
  • Leverage Employer Contributions and Tax Advantages 
  • Increase Flexibility and Lifestyle Options 
  • Prepare for the Unexpected 

Benefits of Offering a Retirement Plan

As an employer, offering a retirement plan delivers important benefits for you, your business, and your employees:

  • Invests in your team’s future and your own retirement security
  • Provides valuable tax benefits and incentives
  • Enhances your compensation package, making it easier to attract and retain talent
  • Helps compete with larger companies for top employees
  • Encourages employee loyalty, engagement, and long-term commitment
  • Motivates employees to save and plan for retirement
  • Builds substantial retirement savings through contributions, compounding, dividends, and capital gains

Employer-sponsored retirement plans motivate employees to save for their future and stay proactive about planning for retirement. There are various retirement plans available for you to consider, and the optimal choice may vary based on your specific business needs and your employees' retirement goals.

First Citizens Wealth Management is here to help you explore different retirement plan options and understand their impact on your business.

Access Your Retirement Account When it is Convenient for You

GoRetire offers a mobile app and online access to login for your retirement account information.

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