401(k) Employer Plans | Trust Point | La Crosse, Eau Claire, Minneapolis
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.

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.

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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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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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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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.

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