Employer Sponsored Retirement Plans in Columbus, Indiana

Choose a retirement plan for your business without taking on more work.

Forman Investment Services helps Columbus business owners set up and manage employer-sponsored retirement plans. Since 1999, we’ve served as a fiduciary on all advisory accounts for our clients, so you always have a team looking out for your interests.

A good retirement plan can make a big difference when you want to keep good employees. Many owners know they should have one, but running their business often takes priority. We handle the research and coordination so you can choose a plan that’s right for everyone. You can also see how your benefits compare with other employers in Bartholomew County.

Retirement Plan Services That Fits Your Columbus Business

  • Retirement plan selection

  • Employee education

  • Professional coordination

  • Investment lineup

  • Annual review

Work With a Team That Answers to You

Here is what you can expect from our team:

A Fiduciary Relationship

Columbus business owners often ask whether we act as a fiduciary. We do in the context of advisory relationships. We put your interests first when we make recommendations for your retirement plan.

Experience You Can Use

Our advisors have worked with many business owners facing the same questions you have right now, and we draw from that experience when we help you make decisions. You also work with our full team, so you know who you can turn to when someone is out of the office.

Focused on Columbus Business Owners

We help companies in Columbus with $2 million to $10 million in revenue. We believe many advisory firms overlook businesses in this range. Our team knows the questions owners in this stage often face when they offer a retirement plan.

Access the Resources of Raymond James

We work with Raymond James to give your employees access to a broad investment platform with the custody and capital resources of one of the country’s largest independent broker-dealers. Your plan stays managed by a local Columbus team that knows your company by name.

See How We Compare to Other Providers

Here are some of the differences you may notice when you work with Forman Investment Services.

Your Concern How Forman Investment Services Handles It Other Providers
Who you talk to You work with the same Columbus advisors who know your plan from year to year. You may end up calling a service center and explaining your situation again.
Time away from your business We coordinate with your CPA and plan administrator so you can focus on your business. You may have to coordinate between vendors yourself.
Employee questions We meet with your employees and explain their options before they enroll. Employees may get a login without much guidance on what to choose.
Your own retirement We connect your company retirement plan with your personal retirement and exit planning. Your company plan may have little connection to your personal financial plan.
How you compare with other employers We show you how your benefits compare with similar companies we work with. You may have little insight into how your benefits compare with other businesses.

Follow a Process That Starts With a Conversation

We keep the retirement plan process simple, so you always know what comes next.

Step What Happens
1. Fit conversation We learn about your company and decide together whether we are a good fit.
2. Current picture We review your current plan or look at what you need if you do not have one yet.
3. Plan design We recommend a structure and work with you to help ensure it fits your goals.
4. Team rollout We meet with your employees, explain the plan, and answer their questions.
5. Ongoing reviews We meet with you and make changes as needed as your company grows.

Start the Conversation About Your Company’s Retirement Plan

Call our Columbus office to schedule a fit conversation, and we will answer your questions and explain how everything works. You can then decide whether our approach to retirement plans makes sense for your business.

Frequently Asked Questions

You can find retirement plans for very small teams as well as larger companies, so headcount usually does not rule you out. Your team size does affect which option makes the most sense. We walk through the choices during our first conversation and tell you if we think another firm would be a better fit.

Your costs depend on the type of plan you choose and how many employees participate. We explain the fees in plain language before you commit, so you can see how they fit your budget. We also point out any features that add cost without adding value for your business.

Many owners come to us because they want more support from their current provider. We review your existing documents and explain what we see in plain terms. When you decide to make a change, we coordinate with your current provider to make the transition as smooth as possible for your employees.

Yes. You make the final decisions, and we give you the information you need to make them with confidence. We explain your options and handle the coordination, but you stay in control of the choices that affect your company and your employees.

A sale can change how your company’s retirement plan works, depending on how the buyer structures the deal. We also offer exit planning, so we can look at the retirement plan as part of your larger transition. Bringing up the plan early in sale discussions gives your employees more time to understand what the change could mean for them.