Trust Point Named Top Financial Retirement Services Provider - Trust Point

Trust Point Named Top Financial Retirement Services Provider

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

Trust Point is honored to be awarded the ‘Top Financial Retirement Services Provider 2023’ by Financial Services Review. This award is given out to companies at the forefront of providing Financial Retirement services and impacting the marketplace.

A good benefit package, including a strong company retirement plan, is an increasingly important cornerstone for organizations. In a dynamic talent marketplace, the task of attracting, retaining and motivating employees is key. Trust Point has built its legacy through decades of offering the best retirement planning strategies and customized solutions to help individuals, families, businesses, and nonprofits reach their financial targets.

“We are fiduciaries for our clients, legally obligated to act in their best interest and culturally committed to putting their needs first in our investment management approach,” says Allyson Krause, Managing Director of Retirement Plan Services at Trust Point.”

The retirement plan services team focuses on its exceptional service in designing efficient employee retirement benefit plans and providing engaging, informative and exciting education programs for employees about the substantial value of these benefits. The team diligently works to be an advocate for the retirement plan sponsors, or business owners, to help them attract and retain invaluable and talented workforces by helping employees’ feel secure in their financial future with evolving technology and investment solutions.

To expand its services to reach even more people, Trust Point has built a special division, Emerj360. This division assists in financial education and guides investors in their decision making during life’s most important financial decisions through expert insights on 401(k) optimization and retirement timing. It also offers on-demand resources and tools for comprehensive money management and retirement planning. This allows clients to open investment accounts and IRAs with lower minimums, making its services accessible to a broader range of individuals who want to prepare for the financial future.

While staying committed to its core values and adapting to the changing needs of its clients, Trust Point continues to provide exceptional retirement plan services.

Read the full excerpt, Trust Point: Fostering Participant Engagement for Retirement Planning Excellence, written by Allyson Krause, CRPP™, Managing Director of Retirement Plan Services.

Interested in learning more about 401(k) services? Schedule a call with the Trust Point team.

Related Posts

I’m Interested in Your Services Question about my 401(k)