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09/16/2024

A group of employees in a conference room discuss their retirement program from TruStage™
Third-party administrator plan management

Provide simple and straightforward programs

TruStage™ partners with third-party administrators (TPAs) to help deliver comprehensive and responsive retirement programs that meet the needs of those we serve. Our unbundled program offers a variety of resources that make it easier to successfully run and manage your plan with the end goal of saving time and delivering meaningful results. From plan basics to fiduciary flexibility, TruStage is committed to your success with service you can count on.

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Retirement Solutions

Help build relationships and get results

Move forward confidently with programs that can scale with your business using Retirement Solutions from TruStage.

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Resources that help you grow

Enjoy no-cost education opportunities that help you never stop learning.

Registration for our October 2024 webinar coming soon!


On-demand replay — Fees, funds, fiduciaries: Why they are still important

The Department of Labor proposed its fiduciary rule (again), which continues to expand the scope of who is a fiduciary. Hear the webinar replay with ERISA attorney Bonnie Treichel and practice management coach Randy Fuss to understand why fiduciary status is still important for both plan sponsors and their participants. Recorded 2/22/2024.

Watch now

Visit our blog to stay one step ahead

Join us at upcoming events

  • September 24, 2024: TPA Event: TPA Benchmark — A Service of Hynes Associates
  • October 20, 2024: TPA Event: ASSPA Annual, Orlando, Florida
  • October 30, 2024: Webinar: SECURE 2.0 with Ilene Ferenczy and Sarah Simoneaux
  • November 20, 2024: TPA Event: ERISA Hawaii Seminar, Waikiki, Honolulu, Hawaii
  • December 3, 2024: Webinar: Marketing Commentary with Steve Rick

American Funds cash balance program

Help increase your tax savings and improve participant outcomes with a cash balance plan from our partnership with American Funds and Evestnet Retirement Solutions. As traditional defined benefit plans decline in popularity, cash balance plans are quickly growing. This is due to the flexibility that cash balance plans provide, offering the best of both defined contribution and defined benefit worlds. Plus, a cash balance plan may be simpler to understand than a traditional defined benefit plan so clients can grasp the options provided to them.

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Cash balance program links

Contact your wholesaler today

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