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Welcome | First Mercantile

First Mercantile, a premier collective investment trust (CIT) recordkeeper, offers investment solutions for qualified retirement plans. Employing a due diligence process, First Mercantile searches the investment universe to select non-proprietary options suited for the investment platforms. CITs are sub-advised by institutional money managers, or invest in mutual funds or exchange-traded funds (ETFs).

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CONTACTS AT FIRSTMERC.COM

First Mercantile Trust Company

Marketing Department

57 Ger●●●●●● Court

Sui●●●400

Co●●va , Tennessee, 38018

United States

901●●●080
dd●●●●●●@firstmerc.com

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First Mercantile Trust Company

Marketing Department

57 Ger●●●●●● Court

Sui●●●400

Co●●va , Tennessee, 38018

United States

901●●●080
dd●●●●●●@firstmerc.com

View this contact

First Mercantile Trust Company

Marketing Department

57 Ger●●●●●● Court

Sui●●●400

Co●●va , Tennessee, 38018

United States

901●●●080
dd●●●●●●@firstmerc.com

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Welcome | First Mercantile | firstmerc.com Reviews
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First Mercantile, a premier collective investment trust (CIT) recordkeeper, offers investment solutions for qualified retirement plans. Employing a due diligence process, First Mercantile searches the investment universe to select non-proprietary options suited for the investment platforms. CITs are sub-advised by institutional money managers, or invest in mutual funds or exchange-traded funds (ETFs).
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1 meet first mercantile
2 the cit difference
3 investment options
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6 first mercantile
7 first mercantile news
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Welcome | First Mercantile | firstmerc.com Reviews

https://firstmerc.com

First Mercantile, a premier collective investment trust (CIT) recordkeeper, offers investment solutions for qualified retirement plans. Employing a due diligence process, First Mercantile searches the investment universe to select non-proprietary options suited for the investment platforms. CITs are sub-advised by institutional money managers, or invest in mutual funds or exchange-traded funds (ETFs).

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1

Careers | First Mercantile

http://www.firstmerc.com/careers

Do you have a passion for personal service and a strong work ethic? Trust in a Career at First Mercantile. At First Mercantile Trust, we seek creative and career-oriented employees who will strengthen our market presence and enhance our customer experience. Whether you have several years of retirement plan management experience or are new to the industry, we offer employment opportunities that will develop your professional and personal goals. Let us earn your trust. Contact us.

2

Third Party Administrators | First Mercantile

http://www.firstmerc.com/our-service-model/third-party-administrators

Fee Disclosure Educational Information. First Mercantile Trust aligns with Third Party Administrators (TPAs) and investment professionals to offer a comprehensive integrated solution for Plan Sponsors. From conversion and real-time reporting to account management, you can trust that our capabilities will assist you in operating more efficiently. By working with First Mercantile, TPAs can expect:. A Powerful Investment Platform. Services assist you with understanding and complying with plan fiduciary roles.

3

Plan Sponsors | First Mercantile

http://www.firstmerc.com/our-service-model/plan-sponsors

Fee Disclosure Educational Information. Sponsoring a company retirement plan is an important and complex responsibility. That's why it’s critical to work with a team whose goal is to make your job as a plan sponsor as easy as possible. Together with your local investment professional, First Mercantile Trust offers you a better way to manage your retirement plan. Real Advantages for Plan Sponsors and Their Employees. Let us earn your trust. Contact us. E-Services for Plan Sponsors.

4

Meet First Mercantile | First Mercantile

http://www.firstmerc.com/meet-first-mercantile

Benefits of Working with Us. First Mercantile delivers highly responsive retirement solutions, created in a customer-focused culture, driven by innovation, and anchored by financial strength and stability. We provide the products and tools you need to offer a customized retirement solution to your clients and their employees. With a commitment to fee transparency and a robust recordkeeping and investment platform, our commitment to your success and to the retirement business is unwavering.

5

The CIT Difference | First Mercantile

http://www.firstmerc.com/the-cit-difference

CITs In The News. With over 25 years experience with collective investment trusts (CITs), First Mercantile Trust optimizes this unique investment vehicle to include a full array of institutional money managers, mutual funds and exchange traded funds, with no proprietary requirements. The Premiere CIT Provider. Let us earn your trust. Contact us.

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Account Access : Robert Brennan

http://www.amgredding.com/Account-Access.7.htm

434 Redcliff Drive, Suite A. Toll Free: 800 779-6273. Regional Office in Chico. Markets at a Glance. Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact American Funds Service Company at 800 421-0180 to obtain a prospectus which should be read carefully before investing or sending money. American Funds Employer Sponsored Retirement. Toll Free: 800 779-6273.

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What Sets Us Apart. How We Work With You. To access your account, please click on the appropriate link. T: 800.550.6347 1411 Second Loop Road Florence, SC 29505. 2014 WebsterRogers Financial Advisors, LLC. Website Design by: Pinnacle Creative Marketing.

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WebsterRogers Financial Advisors - Partners

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What Sets Us Apart. How We Work With You. Dimensional Fund Advisors, Inc. (DFA. We recommend Schwab Institutional. As your the third party custodian. (As a registered investment advisor, we cannot nor would we want to take possession of your assets.) Schwab reports all transactions and holdings to you on a monthly statement. You will need a schwaballiance.com Login ID and Password to enroll and view you account online. If you don't have an active Schwab Alliance account:. Provides us with the ability to ...

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Pension Innovations & Consulting, LLC

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We feature the latest pension related information on our home page. If you missed the latest news, just click on one of the articles below or search our archives for a specific topic. The Value of a Good TPA. Why You Shouldn't Hire Your Payroll Company To Run Your 401(k) Plan. Please enter either your email address or username. Pension will email your password to your e-mail.

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Pension Innovations & Consulting, LLC

https://pic401k.com/resources.php

We feature the latest pension related information on our home page. If you missed the latest news, just click on one of the articles below or search our archives for a specific topic. The Value of a Good TPA. Why You Shouldn't Hire Your Payroll Company To Run Your 401(k) Plan. Brokerage accounts fee disclosure. The DOL's 408(b)(2) fact sheet.

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8585 East Hartford Drive #102. Scottsdale, Arizona 85255. Http:/ www.bloomberg.com. Http:/ www.firstmerc.com. Https:/ www.fidelity.com. Http:/ www.russell.com. Http:/ www.pimco.com. Http:/ www.americanfunds.com. Http:/ www.mutualsecurities.com. Rich Goldman Asset Management. Http:/ www.richgoldmanassetmanagement.com. Investment advisory services offered through Interwealth Management, a registered investment advisor registered in Arizona.

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Pension Innovations & Consulting, LLC

https://pic401k.com/archives.php

We feature the latest pension related information on our home page. If you missed the latest news, just click on one of the articles below or search our archives for a specific topic. The Value of a Good TPA. Why You Shouldn't Hire Your Payroll Company To Run Your 401(k) Plan. The Value of a Good TPA. Why You Shouldn't Hire Your Payroll Company To Run Your 401(k) Plan. Electronic Form 5500 filing.

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Pension Innovations & Consulting, LLC

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We feature the latest pension related information on our home page. If you missed the latest news, just click on one of the articles below or search our archives for a specific topic. The Value of a Good TPA. Why You Shouldn't Hire Your Payroll Company To Run Your 401(k) Plan. Let Us Be Your Partner In Growth. At Pension Innovations and Consulting (PIC) we realize that your qualified retirement plan needs are continually evolving; as your business changes, so should your retirement plans. Highly educated...

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Welcome | First Mercantile

In the world of Retirement Plans, trust makes all the difference. It’s more than a word. It’s in our name, and we take it seriously. It is who we are, and how we work. Our singular focus on retirement plans means that every decision we make is about helping our plan sponsors and participants reach their goals. Combined with fee disclosure and transparency, robust due diligence, fiduciary services and unbiased investment selection, a First Mercantile Trust retirement solution is one you can trust.

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