Benefits of Working with Us

At First Mercantile Trust, we bring a long tradition of working with our investment professionals and plan sponsors to deliver a premier retirement plan program.

Our Commitment to Your Success

We are committed to your success in the retirement plan business and offer you the benefits of our industry knowledge and unique market presence to help you power up your practice.

Unbiased approach to investment selection

We scan the universe of quality investment managers, free of proprietary requirements, to identify those best suited to your needs.

Meaningful, investment level fiduciary services

Responsive, investment level fiduciary services provide an extra layer of protection and peace of mind for your clients.

Investment lineups to fit your style

We offer a range of investment menus to meet your needs, including collective investment trusts, ETFs and mutual funds.

Fee disclosure and transparency

First Mercantile led the industry in fee transparency before it was required and provides reporting that makes it easy for plan sponsors to understand their fees.

Level compensation and flexibility

Flexible fee arrangements allow you to adjust your compensation to correspond to the services you provide to the plan.

Rigorous due diligence process

Our ongoing due diligence provides assurance that you are meeting your fiduciary needs.

Custom investment model

The availability of custom models provides broad diversification and choice for participants.

Superior client service model

Our unmatched "we care" attitude permeates our dedicated service teams, providing you with responsive service at every touch point.

Robust fund-level and plan-level reporting

First Mercantile’s independent due diligence helps plans sponsors meet their fiduciary requirements.

Integrated solution for your clients

First Mercantile works with Investment Consultants and Third Party Administrators to bundle your solution and simplify plan management.


Need more information? Let us earn your trust. Contact us now.

Additional Resources

Definition: Fiduciary

Anyone who exercises any discretionary authority or control regarding the management of a retirement plan and its assets or who offers investment advice or has discretionary authority over the administration of a retirement plan.

RS-20078-00