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Experience
1st Source currently manages approximately $700 million in assets
for companies of all shapes and sizes. We are Michiana’s largest
locally based provider of retirement plan services. Our benefit
packages are tailor-made and unique for each business we serve.
Our expert staff continuously monitors all our plans to make sure
they meet our client's needs and to ensure their complete compliance
with federal and state laws.
Versatility
With 1st Source administering your plan, your employees always have
choices. When it comes to planning for retirement, no one approach
is right for everyone. We'll take the time to meet with your employees
to explain all their benefits, risks and options and to help them
choose an investment strategy best suited to their current needs
and future goals.
Retirement Plans offered are not:
- Deposits or obligations of the Financial Institution
- Protected by the Federal Deposit Insurance Corporation (FDIC)
or any other agency or instrumentality of the federal government
- Guaranteed by the Financial Institution
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