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.

Business professionals use Retirement Calculator

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

Try Our Retirement Calculator

2 women in business professional clothes

Employer Resources

Retirement Plan Services – Complete look at all Trust Point has to offer for your business and your employees!
Video – Your Complete 401(k) Solution – If you are a business owner, don’t miss this video!

Trust Point professionals presenting at EC Chamber Work Summit

Trust Point To Share Expertise at Eau Claire Chamber Workforce Solutions Summit

The Eau Claire Chamber of Commerce will host their annual Workforce Solutions Summit at the Pablo Center at the Confluence in Eau...

Allyson Krause, Managing Director of the Trust Point Retirement Plan Services Team

Trust Point Named Top Financial Retirement Services Provider

Trust Point is honored to be awarded the ‘Top Financial Retirement Services Provider 2023’ by Financial Services Review. This award is given...

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...