A strong retirement package is a necessity to attract and retain the best employees in the market. Our retirement plan services team will help design and manage turnkey retirement plans that are perfect for your specific organization.
Our clients recognize us as a trusted partner, providing an all-inclusive, in-house bundled company retirement plan solution. If you’re looking for an independent institution that’s dedicated to producing results, turn to the professionals at Trust Point.
-John Doe | Minneapolis
-John Doe | Minneapolis
We make it easy to change 401(k) plans
Get Your 'Switch-Kit' Now by filling out the form below
At Trust Point, we’re dedicated to your future.
Our credentialed, professional staff provides you with the unique retirement services you need as an employer. From retirement plan design, to recordkeeping to comprehensive compliance testing and much more, we’ll work together to design the optimal solution for you. Additionally, we provide you with a single point of contact throughout the duration of our engagement, so you always have an open line of communication.
Employer Retirement Services
Trust Point never takes shortcuts when it comes to implementing and optimizing your organization’s retirement plans. We’re dedicated to providing you with an individualized experience that best suits your specific needs. Let us help you improve your approach to retirement planning so you can have confidence in your organization’s future.
What We Do
Trust Point was founded in 1913 to serve the people of La Crosse, Wisconsin with sorely needed financial services so they could maintain their assets and estates. From our humble beginnings as a trust company built on a hard work ethic, we’ve developed into one of the leading financial institutions in the Midwest. While we’ve grown to serve clients in 45 states across the country, we’ve never forgotten what it is that has made our retirement services so special in the first place. Our independent ideals are what has set us apart from competitors for the past 100 years. Contact us today to see why we continue to be recognized as one of the country’s leading retirement services companies.
We'd love to answer any questions you have about 401(k) services. Get in touch!
92% of questions answered within 2 hours or less (during normal working hours)E-mail us your question Contact Us
Federal law does not require employers to offer retirement plans to their employees. The Employee Retirement Income Security Act (ERISA) is the law that governs all retirement plans in the United States. ERISA laws set the requirements for how a company retirement plan must be run.
In today’s business environment, the best talent out there expects to get an optimal retirement plan for coming aboard. When you can keep and retain the best talent, your business will only grow more and more each day, meaning more revenue and profit opportunities for your organization.
Similar to a 401(k), a pension plan is a type of retirement plan in which you contribute money at a set percentage. The largest portion of the contributions will come through your employer.
A retirement advisor that specializes in organizational retirement plans can help you identify the best plans and most attractive packages so you can attract and keep the top talent in today’s job market.
Getting started with Trust Point is easy! We make the it pain-free to change your 401(k) plan. Fill out our Switch Kit below to get started or Contact us at 800-658-9474.