Retirement Planning Services
In today’s competitive job market, employees are more discerning than ever, and they have a lot of options — like flexible work schedules, competitive benefits packages and other incentives.
But, an employer that provides a strong retirement plan that employees can count on is always going to have a big advantage in winning talent and keeping it for the long haul. To offer this essential benefit, you need trusted partners who will look out for your business and employees.
All Inclusive 401(k) Plans
At Trust Point, we custom-tailor and manage turnkey/bundled retirement plans. Everything a company needs in a 401(k) — compliance, investment management, recordkeeping, consulting — we handle all of it, so businesses can focus on the big picture.
After more than a century of service, Trust Point has developed and managed retirement plans for hundreds of businesses of all sizes. We know that no two businesses are the same, so we really see retirement plan development as a collaborative effort. Our solutions are personalized and unique for each client.
Other institutions commonly send clients to third parties for certain services. We do it all in-house and have a dedicated team assigned to each client.
Business Owner & Employee Education
We put a lot of emphasis on communication and education. We meet with the business owners or key employees to talk about their plan – performance and participation. The key to a successful retirement plan is participation of the employees. That’s why we spend time educating the employees about their retirement plans. We want to make sure they understand their plan and get the most out of it — and help them reach their retirement goals. So we provide both team education sessions as well as one-on-one consultation and online learning options.
Looking out for our clients — working in their best interest — is something that we do, not only because we are a fiduciary, but because it is the right thing to do. Our process is fully transparent — everything is disclosed and there are no hidden fees.
The RPS team really does go above and beyond — we do the strategic planning, recordkeeping and administration, compliance testing and IRS forms — we remove the complexities and make things easy for our clients.
Investing in our clients isn’t just a saying at Trust Point. We take a lot of pride in making sure our clients are taken care of.
We know our clients have put a lot of time and effort into building their businesses. We want to elevate that, be a part of their growth and help them and their employees reach their retirement goals.
Built on Trust
We have built our name and reputation on trust. For over a century, we have focused on being a fiduciary dedicated to meeting our clients’ needs, wishes, and goals. Your success is our success, and we adhere to the highest ethical and industry standards.
We offer peace of mind for you and your family by managing your financial complexities, allowing you to concentrate on what matters most.
