401(k) Plan Benefits for Employees | Trust Point | La Crosse, Eau Claire, Minneapolis
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Giving You the Tools to Build Your Future

No matter what stage of life you are in, planning for retirement is important. At Trust Point, we want to help you maximize your benefits, whether you are just starting out in your career, or finishing your time in the workforce. For many, 401(k) planning can be confusing and challenging. Trust Point provides a two-pronged solution that involves in-person relationship building and a wide range of tools and resources.

Knowledge Is Power

It’s important to us that you understand all aspects of your 401(k) plan. Your employer’s plan has a dedicated specialist who can help untangle retirement planning complexities and answer common questions. We also offer multiple web-based resources, as well as guidance through our Emerj360 division, that can help educate you about your plan. Some of those resources include:

  • Our Financial Resource Center, which provides tools, calculators, videos, checklists and more to help you along your financial journey.
  • Our Retirement Rollover Options guide, which can help you make the right decision when you leave your employer.
  • For other FAQ sheets and videos that address all aspects of your retirement planning, visit Emerj360.
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Business Woman Taking Notes

Resources

• Simple-step videos for understanding retirement savings.
• Risk-tolerance questionnaires to help you evaluate your needs.
• Other FAQ sheets and videos that address all aspects of your retirement planning.

News & Insights

How to save money for retirement

SECURE 2.0 Act Paves the Way for Big Changes

*Please Note: A video overview of Secure 2.0 provisions can be found at the bottom of this blog. The SECURE 2.0 Act...
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Two elderly individuals looking at a computer making a retirement income plan

5 Critical Steps for Creating a Retirement Income Plan

We’ve said it before, and we’ll say it again: It’s never too early to start planning for retirement. Taking the first step...
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retired couple discussing required minimum distributions

Understanding Required Minimum Distributions

401(k) retirement plans and traditional individual retirement accounts (IRAs) offer attractive tax breaks that serve to encourage people to save and invest...
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Working in Your Best Interest

As a fiduciary, we will always put our clients first. Our team of professionals is highly experienced and will provide detailed expertise on your best path forward. It’s never too late, or too early, to plan for your retirement. Contact one of our professionals today to get the information you need to plan for your future.

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