Reward your employees with the finest wealth management advisory services available to private clients by choosing Busey Wealth
Management to administer your employee benefit plans. Busey Wealth Management provides more than two decades worth of experience
working with business owners and their employees to develop the most cost effective benefit plans in the following areas: Profit
Sharing, 401(k), ESOP, Safe Harbor, Cross Tested Plans, Money Purchase Pensions and Custom Plans.
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|  | Shared fiduciary responsibilities |
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| | Limits Sponsor risk, liability and conflict of interest |
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| | Preserves Sponsor plan's tax qualified status |
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| | Limited scope audits |
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| | Audit assistance |
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| | Administrative support |
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| | Prepared consolidated statements |
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| | Process receipts and payments |
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| | Prepare and file tax forms |
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| | Liaison between Sponsor and third party administrator |
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| | Act prudently in Plan Sponsor's interest using expert skill & knowledge |
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| | Diversify Retirement Plan investments to minimize losses |
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| | Act in accordance with ERISA* regulations administering Partner Plan |
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| | Manage and control Sponsor Plan assets |
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| | Government reporting |
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| | Employee investment education |
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| | Personalized quarterly presentations |
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| | Local administration |
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| | Once a plan is selected Busey Wealth Management delivers
on-site training to ensure employees receive adequate information in order to make informed choices in the following areas: |
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| | Benefit plan overview |
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| | Investment performance |
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| | Investment allocations |
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| | Retirement savings strategies |
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| | Importance of early savings strategy |
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In addition, Busey Wealth Management Employee Benefits Management offers customized benefits in the following areas: |
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| | Individualized risk profiles |
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| | Individual, private counsel available via phone or in person |
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| | CD-ROM available for off-site employee education |
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| | 20+ years benefit management experience |
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| | Over 70 individual fund options with no sales charges |
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| | Due diligence |
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| | Customized portfolios based on employee input |
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| | Reduced Risk for Employer |
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| | Shared Responsibility |
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| | Administrative Savings |
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| | Reporting Services |
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| | Audit Services and Support |
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| | Administrative Savings |
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| | Ongoing Training |
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| | Investment Selection |
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| | Investment Advice |
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| | Local Control |
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| | Due Diligence |
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| | Quarterly Statements |
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| | Online Access Available |
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