Our clients recognize us as a trusted partner, providing an all-inclusive, in-house bundled company retirement plan solution. If you’re looking for an independent institution that’s dedicated to producing results, turn to the professionals at Trust Point.
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From retirement plan design, to record-keeping to comprehensive compliance testing and much more, we’ll work together to design the optimal solution for you. Additionally, we provide you with a single point of contact throughout the duration of our engagement, so you always have an open line of communication.
We’re dedicated to providing you with an individualized experience that best suits your specific needs. Let us help you improve your organization’s retirement plan so you and your employees have confidence in their financial future. Watch the video to see how we can help.
Trust Point was founded in 1913 to serve the people of La Crosse, Wisconsin with sorely needed financial services so they could maintain their assets and estates. From our humble beginnings as a trust company built on a hard work ethic, we’ve developed into one of the leading financial institutions in the Midwest. While we’ve grown to serve clients in 45 states across the country, we’ve never forgotten what it is that has made our retirement services so special in the first place. Our independent ideals are what has set us apart from competitors for the past 100 years. Contact us today to see why we continue to be recognized as one of the country’s leading retirement services companies.Read More
Trust Point never takes shortcuts when it comes to implementing and optimizing your organization’s retirement plans. Our credentialed, professional staff provides you with the unique retirement services you need as an employer.
For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.
We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.
We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.
Any amount of money will do. The earlier you start saving, the more time your money will have to grow. Therefore it’s best to invest in your retirement fund early.
The amount of money you need for retirement will depend on your individual financial and lifestyle situation. For example, some people may want a large nest egg to travel the world once they retire; yet, others may be perfectly fine sticking to a slimmer budget. In general, you should add up expected retirement income, including social security, pensions, dividends from investments and asset allocation, etc. Subtract all expected expenses, from your mortgage to taxes to food, and everything else you need to budget for. This will give you a good idea of how much you’ll need for retirement.
A 401(k) is a retirement savings plan sponsored by an employer. It lets workers save and invest a piece of their paycheck before taxes are taken out. Taxes aren’t paid until the money is withdrawn from the account.
Although the recession caused many people to rejoin the workforce, most Americans typically retire between the ages of 62 and 68.
A retirement advisor can help calculate all of the numbers to ensure you’ll always have enough money, as well as pinpoint opportunities where you can preserve and grow your wealth.
To get started, reach out one of Trust Point’s dedicated service representatives today. Call us at 800-658-9474 or you can fill out a form on our contact page. We look forward to discussing your retirement goals!