Our retirement plan investment lineups are designed to meet and exceed established regulatory compliance standards. Featuring non-proprietary best-in-class, no-load, institutional share class mutual funds, these options assure your plan participants and plan fiduciaries that the investment choices are selected for their benefit, not someone else’s.
Our investment lineups include a diverse offering of individual mutual funds representing a full range of both equity and fixed-income options. In addition, each of our plans includes either Model Profile Portfolios or Target Date Funds, allowing plan participants to choose investment strategies that represent either their risk tolerance or expected retirement date.
Finally, ongoing due diligence and monitoring conducted by the Trust Point investment team provides the information plan sponsors need to confirm that their investment lineup remains compliant.
Past performance is no guarantee of future results. Not FDIC Insured. May Lose Value. No Bank Guarantee.