A well-crafted retirement plan will help you attract and keep the sort of workforce your organization needs today and into the future. Choosing the right fiduciary partner will assure your plan is executed in a manner that benefits both your organization and plan participants through their retirement years. Our experts are with you every step of the way from understanding your goals to selecting prudent investments, providing fiduciary oversight, education, and plan administration.
Old National provides valuable financial consulting to your plan participants through customized education programs including: enrollment, the importance of employee participation; the importance of increasing 401(k) contributions, pre-retiree seminars, basic financial planning, basic investment knowledge, investment information specific to your retirement plan, and current economic updates.
Plan sponsors have unlimited fiduciary liability for their qualified retirement plan and participants. Old National will act in a fiduciary capacity and acknowledge our role in writing for our ERISA and non-ERISA retirement plan services.
We assist in the development of an investment policy statement to provide guidelines for the investment management decisions of your qualified retirement plan. Our fiduciary responsibility includes selecting a broad range of investment options for your employees. We carefully select best in class mutual funds through our dedicated screening process, continue to monitor the investment fund menu, and make recommendations to your investment committee on an ongoing basis. We can act as either a 3(21) or 3(38) investment advisor.
We continuously examine a variety of factors, including your company’s goals and objectives, the specific needs of your employee base, current plan features, and overall management fees. With this process we gain a thorough understanding of your company’s needs and work to identify a solution that best meets the challenges of your retirement plan benefit program.
Investment and securities information presented herein is unique to Old National Wealth Management’s approach to investment management. All information and opinions have been obtained from sources believed to be reliable and current at the time of publication, but are not guaranteed and do not claim to be a complete statement of all material factors. Examples or other representations made herein are for illustrative purposes and are not intended to be specific legal, tax, or investment advice and do not represent a solicitation.
Investments and strategies that may be presented may not be suitable for all investors. Old National Wealth Management Client Advisors and Portfolio Managers will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.
The comments, views and opinions expressed herein are those of the author and Old National Wealth Management. From time-to-time, Old National Bancorp affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report. Old National Bancorp and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this report or its contents.
Investment instruments utilized by Old National Wealth Management are not FDIC insured, are not deposits or other obligations of Old National Wealth Management, Old National Bank, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.
The material contained in this report may not be copied, reproduced, republished, posted, transmitted or otherwise distributed without prior written permission.