General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
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.
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:
• 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.
