Partnership and solutions to move business forward

Bring it together

Help grow your practice

We provide easy-to-navigate plan management paired with our fee transparency making it simple for you to scale your retirement plan practice. By partnering with TruStage, you'll benefit from a true, open architecture trading solution with no limits on specific investments, models or fund families. We access the National Securities Clearing Corporation (NSCC) via our industry-leading platform with more than 25 million trades annually, more than 25,000 mutual funds and exchange-traded funds (EFTs) from more than 650 mutual fund families*.

Resources that help you grow

On-demand replay – SECURE 2.0: What we know and what we don't

Access this webinar replay where we host Sarah Simoneaux and Ilene Ferenczy for another practical discussion around SECURE 2.0 and the latest information impacting retirement plans. From required minimum distributions to student debt, we'll unpack the changes and what's on the horizon for 2025. Recorded 10/30/2024.

Investment options to help meet employee needs

Provide clients with security through a stable value option as part of their plan’s investment lineup.

CMFG Stable Value Fund benefits

• Backed by a portfolio of longer-duration investments
• Crediting rates are slower and steadier in response to market interest rate changes
• Crediting rates are expected to be higher when long-term bond yields are higher than short-term bonds

CMFG Stable Asset Fund benefits

• Backed by a portfolio with a higher allocation of shorter-duration investments
• Crediting rates move faster in response to market interest rate changes
• Crediting rates are expected to be higher when short-term bond yields are higher than long-term bonds

For questions on TruStage Retirement Solutions, give us a call at 800.491.7859.