Resources

401(k) Resources

Many resources to read or watch at your convenience to help answer your retirement planning questions.

Have questions you’d like to speak to one of our team members about? Reach out.

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On Track to Retire?

Our employee resources below include various tools to help you reach your retirement goals. Watch the videos, read the tips, and utilize the calculators at your convenience. Watch the iJoin video resources to help you navigate the program for additional retirement planning tips.

Employee Resources

Target Date Funds

Single Profiles

Emerj360 Educational Resources: Blogs, Videos, Webinar Recordings

Retirement Calculator

Try Our Retirement Calculator

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Employer Resources

Plan Sponsor Web Guide – Guide for accessing your portal and making changes
Retirement Plan Services – Complete look at all Trust Point has to offer for your business and your employees!
Video: Retirement Plan & 401(k) Services | How We Partner with Business Owners
Video: Your Complete 401(k) Solution – If you are a business owner, don’t miss this video!
3 Ways to a Better 401(k)
Access Your Plan Sponsor Statements Online

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5 Interesting Facts About 529 Plans

Did you know May 29th is National 529 Day? The goal is to raise awareness about the 529 college savings tool! When...

10 Steps To Move Towards Your Early Retirement Goal

Retirement Solutions: 10 Steps to Move Towards Your Early Retirement Goal

Early retirement is an aspirational goal, and one we’d love to help you achieve. Being able to have a future that is...

Weekly Market Update Cover Photo

Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...