Phone: (816) 540-2525

Employee Benefit Accounts

Summary

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.

As a part of our services, we provide the following:

• 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

Community Bank of Pleasant Hill, Member FDIC, Equal Housing Lender