• Employee Benefit Plans
  Our FIRST EDGE 401(k) plan is designed as a turnkey retirement program for small and medium size businesses. We provide professional trustee, administration, and investment services, as well as employee communications. Your employees can select from top-ranked mutual funds for their investments. A 24 hours-a-day, seven days-a-week hotline makes it convenient for them to move money from one fund to another, or get answers to questions. We present employee education seminars for plan participants at your location when you choose.

  Other types of employee benefit plans we offer include profit sharing plans, money purchase plans, and defined benefit plans. We work with you to tailor a plan to meet your company’s needs, then customize the plan’s eligibility requirements, employee contribution levels, loan provisions, and vesting schedules.
  

• Yield Advantage Account
  The Yield Advantage Account is designed to maximize the yield on short-term investments and deliver a higher return than a money market account. Assets are generally invested for a period of one year.
  
  
• 401(k) Talk
  This password protected site provides current First National 401(k) participants with information on the tax benefits of 401(k) plans and helps them choose the investments that best meet their needs and risk profile.

Call us at (716) 258-8729 or e-mail us for more information.