Other Types of Plans

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Our Retirement Plan Services team can help design and maintain turnkey financial services plans that best fit your organization’s needs. Below are some of the plans that we offer:

Defined Contribution Plan

Profit Sharing Plans

401(k) Plans

Cross-Tested 401(k) Plans

Safe Harbor 401(k) Plans

Defined Benefit Plans

Pension Plans

Cash Balance Plans

Money Purchase Pension Plans

Non-Qualified Deferred Compensations Plans

Top Hat Plans

Key Employee Plans

Church Plans

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-John Doe | Minneapolis

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Retirement Services

Trust Point knows the importance of retirement planning for individuals and organizations. That’s why we’re committed to providing you with an entirely personalized experience that best meets your goals. Let us help you improve your retirement plan so you can have confidence knowing your money is in the right place.

What We Do

Trust Point is a full-service, independent financial institution serving the Midwest region with premier wealth management services. For those that are preparing to enter the later stages of life, we will help plan your retirement so you can enjoy your time without having to worry about finances. From asset allocation to estate planning to 401(k) management, our expert team is always ready to help a client better prepare for the road ahead. Since 1913, we’ve been committed to providing personalized solutions that deliver results. That is what has continued to set us apart from our competitors for more than a century.

Interested in a retirement plan? Reach out to one of our experts now!

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Do companies have to offer a retirement plan?

No – the federal government does not require employers to offer retirement plans to their employees. The Employee Retirement Income Security Act (ERISA) is the law that governs all retirement plans in the United States, and does not state it as law. If employers elect to offer retirement, they must follow the guidelines regarding how plans are managed and operated.

What is the difference between a pension and a 401(k) retirement plan?

A pension plan is funded by the employer and a 401(k) is funded by the employee or a combination of employer/employee. Pension plans guarantee a monthly check in retirement where as a 401(k) does not offer guarantees. A 401(k) allows the employee control over fund contributions and level of risk, and a pension plan does not.

How can a retirement advisor help?

A retirement advisor that specializes in either individual or organizational retirement plans can help you take control of your future. A future that is full of wealth opportunities.

How do I get started?

To get started, reach out one of Trust Point’s dedicated service representatives today. Call us at 800-658-9474 or fill out a form on the contact page. We are looking forward to connecting with you!