Needs Assessment

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

Would your like us to review your current retirement plan at no cost to you?

We will review  your retirement plan at no cost or obligation to you. We do this because we believe that we can help you find ways to:

  • Reduce the time that your staff spends on administering your plan.
  • Reduce the likelihood of participant lawsuits.
  • Increase contributions for key employees.
  • Increase the value of the plan for all of your employees.

Information Needed for Review:

  • Most recent statement of plan assets
  • Current bill of administrative fees
  • Current investment management fees
  • Summary Plan Description
  • A list of your plan concerns – What’s working well? What isn’t?

A trusted partner, since 1904