Our balanced approach utilizes a variety of benefit structures
Tools for business owners
It’s not always easy for businesses to manage their retirement plans successfully—and to be honest, in our experience, they often don’t. We’ll help you create and run a retirement committee that meets best practices and will help you provide a benefit to your employees that really moves the needle.
Available plans for profit and non profit businesses: • 401(k) • 403(b) • 457 • 409(a) Deferred Compensation • Cash Balance Plans • ESOP (Employee Stock Ownership Plan) • LTIP (Long Term Incentive Plan) • Payroll Deduction 529 Plans
Throughout the year, Trutina meets with your management team to review how your plan is tracking to achieve your goals.
Your dedicated Trutina team can implement creative strategies to reduce costs, increase tax savings, and encourage participation so you reward and retain the best people.
Employee resources
We create an education program for your employees updated with the latest information every year so they can be inspired and empowered regardless of their investment prowess.
Once a year, Trutina meets one-on-one with your employees to help turn inspiration into action—addressing the many hurdles they face in saving and tracking their progress to keep them on the path to success.
We’re always here for them. Whether it’s a phone call, email, Zoom, or face-to-face meeting, our advisor team is ready and able to assist them every step of the way.
