Update Browser: you are currently trying to view the First Merchants site using an outdated browser. In our commitment to your security, and in keeping with industry standards, we no longer support the browser you are using. Learn more.

Retirement Planning

Why do you need Retirement Planning Services?

A successful retirement plan is one of the most important financial decisions you can make.  We will advise you through every step in building and executing a plan.  It is our job to keep you focused on your goals in order to maximize your savings, minimize your taxes, and make your savings last. We offer a full range of retirement solutions and guidance to match whatever your needs might be. First Merchants has a full staff of qualified specialists in many parts of Indiana, Ohio and Illinois. We are here to meet with you and help you sort through all your questions as you approach retirement or if you are ready to retire now!

We Specialize in

  • Rollover IRAs
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs

HOW CAN WE HELP?

Have questions or need assistance? Just give us a call at 1.800.205.3464. Our Customer Service team is available weekdays from 7 a.m. until 8 p.m. ET, and from 9 a.m. until 3 p.m. ET on Saturdays.

Looking for a different number or an online form? Find it on our contact page.