Administrative Services

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