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Retirement Planning

Retirement is one of those words that either elicits a smile or frown, depending on how well it is being handled.

As a business owner, you know that attracting and retaining the best employees requires a retirement plan with all the latest bells and whistles. Proper retirement planning can also help you through sheltering business income.

Irwin Advisory Group has just the right retirement experts for your business. That’s because we make it easy to craft a new retirement plan--or review an existing one-- to ensure it has the best and latest features that employees want. In addition, Irwin Advisory Group can serve as a Plan Trustee for your company.

The experienced retirement advisors at Irwin Advisory Group take the hassle out of all aspects of retirement plan management in:

  • 401(k) plans
  • 403(b) plans
  • Profit sharing plans
  • Money purchase pension plans
  • Defined benefit, cash balance and ESOP plans
  • Non-qualified plans/Rabbi Trust Services
  • SIMPLE IRA

We offer 3 easy ways to learn more about Retirement Planning services with the Irwin Advisory Group:

  1. Request that an Irwin Advisor call you. Contact now.
  2. Visit an Irwin Union branch. Find your bank.
  3. Call Brenda S. Haybarker
    VP & Trust Officer – Retirement Plan Services
    Irwin Union Bank
    300 North Meridian Street, Suite 190
    Indianapolis, IN 46204
    317.237.3313
Not FDIC Insured • Not Insured By Any Federal Government Agency •Not A Deposit
Not Guaranteed By Irwin Union Bank Or Affiliate Of Irwin Union Bank • May go down in value



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