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Retirement Plan Programs

At First Mercantile, qualified retirement plans are our business. We attribute our success as a leading provider of retirement plans to our belief that no two plans or plan sponsors are alike. Our philosophy is to listen to our clients to learn what their specific needs are and then work with investment consultants and financial institutions across the country to deliver a plan that exceeds each plan sponsor's expectations.

We offer two quality retirement programs -- our Preferred Trust Program and our Spectrum Program. Both programs give our clients a powerful investment platform, an advanced daily valuation recordkeeping system, comprehensive plan management tools and much more.

We invite you to read further to discover why First Mercantile is the right choice for you.

Learn more about our Preferred Trust Program.
Learn more about our Spectrum Program.


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