401(k) Plan Benefits for Employees | Trust Point | La Crosse, Eau Claire, Minneapolis
401(k) PARTICIPANTS

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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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

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How Would Working Impact Social Security Benefits?

In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 This raises an interesting question:...
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Solving the Social Security Puzzle – Social Security Split Strategy (2024 Update)

When to start receiving Social Security retirement benefits is an important decision, especially when you consider retirement could span 20 years or...
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The Evolution of the “Super Saver” Strategy

Help Your 401(k) Participants Receive Attractive Tax Benefits In an ever-improving retirement plan industry, guided by both regulatory and recordkeeper evolution, plan...
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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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I’m Interested in Your Services Question about my 401(k)