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.

Retirement Plan & 401(k) Services

Learn about Trust Point’s all-inclusive 401(k) Plans. We handle all the details under one roof for efficiency and effectiveness to lead to better outcomes for plan participants.

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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.

Awarded Top Financial Retirement Services Provider

Trust Point was honored to be awarded the ‘Top Financial Retirement Services Provider 2023’ by Financial Services Review, which is given out to companies at the forefront of providing Financial Retirement services and impacting the marketplace. We’re happy to have the opportunity to be a part of Employers 401(k) journeys by custom designing and managing all-inclusive 401(k) plans and would look forward to a conversation to see if we are able to help your organization attract top talent through a quality 401(k) Plan.

Allyson Krause of Trust Point smiling with the Top Retirement Plan Services Award

News & Insights

Elderly lady smiling over her laptop in her office

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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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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