Our Differentiators

First Mercantile is more than a retirement plan provider; we are dedicated to our clients’ success. Today, employees tend to be more financially savvy than ever and they expect the best in retirement plans. That’s why we have created a team of specialists whose common goal is to provide your company with an exceptional retirement plan.

Singular Focus on Retirement Plans

Our sole business priority is to help participants achieve retirement security, without other products to distract our focus.

Long-time philosophy of working exclusively through investment professionals

At First Mercantile Trust, we believe so strongly in the importance of the investment professional’s role that we will not quote business without you. Our goal is to make it easy for you to do business with us.

Proprietary recordkeeping system

Our recordkeeping system is owned and operated by First Mercantile Trust, giving your clients access to leading edge technology and continuous enhancements.

Long-Term Commitment

As your business expands and your needs change, you can rely on regular improvements from a leader in the retirement plan industry, backed by the strength of MassMutual.

Right Blend of High Tech & High Touch

Our combination of tailored servicing and cutting edge technology is tied to the needs of plan sponsors and investment professionals.

Unbiased Approach to Investment Selection

Without the constraint of proprietary fund requirements, our objective approach delivers investment line-ups to fit your style requirements.

Backed by the Strength and Stability of the MassMutual Financial Group

First Mercantile offers the best of both worlds – we are supported by the exceptional financial strength and resources of the MassMutual Financial Group, coupled with the heart and soul of a boutique.


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

Additional Resources

RS-20078-00