1. First Bank Wealth Management Employee Benefit Services

4. Client Reporting & Access First Bank’s Wealth Management Products & Services

19. Core Platform & Service Plan Design Check Printing Payroll Processing Reports – Sponsor, Administrator Regulatory 5500 Form Processing Plan Documents - Maintenance Client Access Plan Administration Plan Forms Administrator Individual & Sponsor Investments – Review, Monitor & Change Investments - Selection Plan Set Up Employee Education Enrollment Statements - Quarterly Tax Reporting (1099r) Posting of Dividends & Interest Trade Execution/ Processing System Administration Plan Annual Compliance Testing Custodian Fee Processing Loan Processing – issue checks, payments Balance, Reconcile, Recordkeeping Plan Conversion Individual Plan Set Up Distribution Processing Tools – Calculators, rebalance, move money Client Access VRU RFP Support Trustee Meetings Employee Benefit Platform & Functions