Why Choose Us
How is a business retirement plan different at 1st Source?
- Our team of experienced, dedicated retirement plan experts helps businesses develop the best plan to fit their needs.
- We help owners realize potential tax-deferral options for them personally and their business.
- We give businesses customized plan design options.
- We have structured our investment lineup to meet new fiduciary regulations and eliminate the potential for conflict of interest.
- Our free annual analysis is clear and understandable.
- We take the stress out of the plan transfer/conversion and administration process.
- We assist with employee enrollment and transfer
- We attend employee meetings in person
- Quarterly statements are sent to participants
- Online account access 24 hours per day
- Annual plan data and testing results are provided to the plan sponsor
Call 800 231-4507 today and speak to a member of our team to schedule a free retirement plan consultation.
Your Future is Our Business
