Resources

401(k) Resources

Our resources cover insights for both employees and plan sponsors. Scroll down for resources to read or watch at your convenience.

Have questions you’d like to speak to one of our team members about? Please contact us.

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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 Take the Retirement Lifestyle Quiz

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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

Best Of La Crosse County 2026

Trust Point Named Best Investment Firm in La Crosse County

We’re excited to share that we’ve been voted “Best Investment Firm” through Best of La Crosse County 2026. This recognition is a...

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Weekly Market Update

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

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SECURE 2.0 AMENDMENTS: What Plan Sponsors Need to Know

As part of SECURE 2.0, several new optional provisions are available for 401(k) plans beginning in 2027. These provisions are intended to...