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Preferred Trust Program

Introducing the Preferred Trust Program ... a quality plan that offers clients a flexible investment platform consisting of a number of America's independent money managers and well-known mutual funds. Clients will find this program is cost-effective, easy to administer and easily understood by employees. This program also assists clients with fiduciary responsibilities. Experience the First Mercantile difference through:

Each client can find the difference with a choice of plan administrator, customized enrollment materials, specialized web sites, and exceptional customer service. Each client benefits from a designated client services team and a participant call center dedicated to providing clients and their plan participants with prompt, friendly and personal attention.

Additional information about our Preferred Trust Program.


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