To provide affordable, high-quality retirement plans for organizations and their staff…giving them the confidence to retire well.
In becoming a plan sponsor, you didn’t get into the role to manage investment plans or the myriad of administrative tasks sponsorship can entail. And yet, it’s one of the most important and involved responsibilities you have, making sure your employees have the program best fitted to their retirement preparation.
We understand the unique complexities that organizations and their employees face. We also know from experience how the “big investment companies” overlook the unique needs of many kingdom-focused organizations we serve.
It is why we started TruthPoint Financial. We believed there could be a better way.
So, we searched for partners with industry-leading knowledge and time-tested results. This led us to our two key partners. First, Van Hulzen Asset Management is an investment firm who brings unique, professional financial investment, research and analysis.
Next, we also formed a unique connection with Penserv Plan Services, a leading Third Party Administrator and Recordkeeper. No one knows the needs of 403b and 401k retirement plans better than Penserv.
Together, we’ll deliver to you and your plan participants higher quality at a lower price. At TruthPoint, you’ll get retirement plans built on truth, low-cost fees in full transparency, and client-centered guidance you can trust.
Founder & CEO
Richard Wilson has served in senior management roles for more than 20 years. He brings wisdom gained from his leadership in both for-profits and non-profits to his passion to see Kingdom-focused organizations & their employees thrive in the years leading up to and through retirement.