401(k) PLANS

Solutions for Your Organization

A strong retirement package is essential for attracting and retaining quality employees today. Our in-house team can help design and manage a comprehensive, turnkey 401(k) retirement plan benefiting you and your employees.

We understand that no two companies are exactly the same. We’ll listen to your needs, develop and implement a plan and provide you with worry-free management.

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Highest Level of Fiduciary Responsibility

As a result of over a century of service and experience, Trust Point has the ability to understand and meet the needs of a successful 401(k) retirement plan. We ensure your plan is compliant, efficient, effective and worry-free. This includes maintaining the highest level of fiduciary liability, acting as Discretionary Trustee, so you can rest easy.

It is essential that you have trusted partners that look out for your business and your employees.

What We Provide

Trust Point collaborates with business owners to offer unique, personalized solutions for their retirement plans. Everything you search for in a 401(k) plan, Trust Point can deliver an all inclusive solution. All the details of your plan, including compliance, investment management, recordkeeping, education, and consultation, are taken care of so you can focus on the big picture. We offer:

Exceptional Service

Ongoing & proactive communication
An objective, ethical, and transparent relationship
Strategic planning, including Investment Policy Statement consultation

Experience with 401(k) Plans

Strategic Plan Design Guidance
Recordkeeping & Administration
Compliance testing and IRS Form 5500 preparation
Monitoring and implementation of legal and legislative changes
Highest level of trustee responsibility

Investment Expertise

Unbiased investment selection with no conflicts of interest
Unique blend of investment options, including ESG options
In-house team continuously monitoring and researching investment options

Learn More

Learn more about how our program can help you and your team understand how to maximize your 401(k) plan and help provide financial confidence.

Receive More Information

Education is Key

It is essential that your employees understand their plan and fees in order to best maximize their retirement dollars. Trust Point provides a customized education package that includes in-person and online resources. We also offer our sponsors and participants access to our Emerj360 division which is a powerful education resource offered at no additional cost.

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Partnering with You for Your Business Needs

At Trust Point, we’ve been serving the financial needs of individuals and families, as well as the unique advisory needs of corporate businesses, entrepreneurs, and partners for over a century. We can help with retirement plans, asset management, as well as exit and succession planning.

Business Services

News & Insights

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...

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...

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...

Find the Best Fit

Trust Point is a fiduciary first and foremost. By taking pride in always putting our clients first, we ensure that you and your organization’s future will be secure. We value transparency and would be happy to answer any questions you might have. Contact us today to get started.