Employee Benefit Programs

Offer your employees an additional benefit through pension or retirement plans. We can make creating and maintaining a realistic retirement program easy, efficient, and economical. These services include:

Plan design and consultation services
Plan documentation and compliance services
Professional investment management services
Participant record keeping services
Employee educational materials and seminars
Daily valuation services
Daily account access for participants
Toll-free telephone line for plan participants
Internet access for plan participants

Contact us for more information on Pension and Retirement Plans, or call:

Ron Froeschle, QPA, QKA
Employee Benefits Officer
(717) 261-3578

401(K) and Pension Plans

Offer your employees an additional benefit. We can make creating and maintaining a realistic retirement program easy, efficient and economical.

Business Continuation Plans

Planning and protection for sole proprietors and partnerships in the event that misfortune occurs with the business owner.

Life, Health, and Long-Term Care Insurance

Protection for your heirs and your company. Available in universal, whole and term life policies to best meet your needs.

Assists you in covering expenses related to long term personal care without depleting your savings and other assets.

Health insurance – protects your assets from expenses related to personal illness.

INVEST Financial Corporation (INVEST), member FINRA, SIPC. This information is not to be construed as an offer to sell or a solicitation to buy any securities. Discount customers do not have access to a registered representative and will not receive personal service or recommendations. All errors are the responsibility of the client. Securities transactions are facilitated through National Financial Services (NFS). INVEST and its affiliated insurance agencies offer securities and certain insurance products and are not affiliated with F&M Trust.

Products offered are:

Not FDIC Insured.
Not a deposit or other obligation of, or guaranteed by, any bank.
Subject to risks including the possible loss of principal invested.
Not insured by any government agency.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representative and the brok er-dealer or investment advisor they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2) Representatives of a broker-dealer or investment advisor are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY