Administrative Services

For more information about
Business Retirement Plans,
please contact us:

Louisville / Southern Indiana
(502) 625-9394

(317) 238-2896

(513) 824-6196

Email us at:

Our Call Center can be reached at:
(502) 582-2571 or (800) 625-9066

Services That Set Us Apart

We believe that a retirement plan is one of the most valuable benefits you can give your employees and we strive to make the process easier. For plans that utilize Stock Yards Bank & Trust in a fiduciary role as investment manager, the following services are additional services provided. For plans that don’t utilize Stock Yards Bank & Trust as the investment manager, here is the complete list of services we can provide:

* Education campaigns with user friendly material
* On demand reporting to targeted employee communications
* Proactive check-ins
* Annual plan and investment reviews
* Quarterback for problem resolution with record keeper and/or TPA
* Liaison for communication with all service providers
* Consulting on plan design
* Assist with transfer of assets to new vendors
* Monitor and benchmark plan each year

A trusted partner, since 1904