Why choose 1st Source?

No "cookie cutter" approach to your retirement plan needs at 1st Source. A trusted advisor will listen to you, analyze your situation and recommend a plan that is just right for you.

1st Source product line features include:

• Great service delivered in person by experts
• Excellent investment choices and asset allocation service
• Timely and accurate reporting and compliance testing
• User friendly technology for your employees

What does great service mean?

• We’re available to meet one on one with your employees to fit an investment plan to their investment style.
• We answer the phone, you won’t get voice mail. When you have a question, give us a call. You’ll speak to an experienced expert.
• We’ll assist with employee enrollment and transfer.
• We will attend your employee meetings in-person.
• Proactive recommendations for a better plan design, improved investment choices and plan administration solutions.
• Help you transition from your current provider.

What competitive options does 1st Source offer?

• With 1st Source, plan participants have saved tens of thousands of dollars in costs.
• Company owners and executives have realized thousands of dollars in additional tax deductible contributions.
• No commissions are taken, so there are no conflicts of interest.
• Our retirement experts each average over 15 years of experience in retirement services.
• 1st Source has excellent investment choices from multiple fund families.

What kind of timely and accurate reporting is available?

• Telephone access is always available.
• You can view your account online anytime, 24 hours per day .
• Quarterly statements are sent to participants.
• Plan data and testing results are provided to the plan sponsor.

Talk to a 401(k) professional in 1st Source Bank’s Retirement Plan Services Division today.

Retirement Plans offered are not:

1. Deposits or obligations of the Financial Institution
2. Protected by the Federal Deposit Insurance Corporation (FDIC) or any other agency or instrumentality of the federal government
3. Guaranteed by the Financial Institution