We Partner Together

Helping you easily manage your fiduciary responsibilities

As the Retirement Plan Administrator, you’re tasked with handling all aspects of administration, including keeping your plan compliant with IRS or DOL regulations. This responsibility is an ongoing process and can become both demanding and time-consuming.

At TruthPoint Financial, we want to make your job as easy as possible. That’s why we partner together to simplify your administration process so that you can focus on other important matters at hand.

Save Time & Reduce Stress

Your fiduciary responsibilities will always be a top priority. We collaborate together, making sure that:

All appropriate reporting is finalized on time
You receive appropriate plan reporting and quarterly plan overview reports, including investment reviews and recommended changes
Your plan is complete and up-to-date with IRS/DOL code and ERISA regulations (if applicable)
You get personalized support and training on your administrative responsibilities, including reporting and processing contributions

Don’t let retirement plan administration overwhelm you. We will work together,
making sure you have the necessary tools and resources to administer with ease.

Schedule a call so we can learn more about your organization’s retirement planning needs.

Trusted Perspective

"Every generation faces realities that shape its outlook on life and money. That is why a one-size-fits-all approach doesn't work for every employee. For example, Millennials have experienced more obstacles to financial success than previous generations. These realities should inform retirement planning."

“Time is the only constant, and retirement savings is, simply, about accumulating resources faster than we spend them. In our work, we help clients discover those very personal and compelling reasons to sacrifice today to prepare for tomorrow. It is as much about discovering purpose as it is about crafting a financial strategy.”