Financial Institutions

Find the partnership ... with First Mercantile.

Financial institutions can experience a partnership approach to creating their own retirement plan program through the First Mercantile's Preferred Trust or Spectrum Programs. We are specialists in outsourcing our retirement plan programs to financial institutions nationwide.

Our programs are a cost-effective and hassle-free way for financial institutions to compete in the retirement plan industry. Each program is a flexible working
platform -- one that allows a financial institution to easily develop its own qualified retirement plan platform that complements existing product lines. Our programs are created for any financial institution that seeks to increase revenues, expand and retain customer relationships, and become more profitable by building a solid foundation of annual fee-based business.

More details about the Institutional Preferred Trust Program
More details about the Institutional Spectrum Program