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There’s more than meets the eye... Since 1904, we’ve been “defining the standard” for customer service.
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What’s New at Stock Yards Wealth Management & Trust?
For more information about Business Retirement Plans, please contact us:
Louisville / Southern Indiana (502) 625-9394
Indianapolis (317) 238-2896
Cincinnati (513) 824-6196
Email us at: RetirementServices@syb.com
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