Our services
We are a Third-Party Administrator to Qualified Retirement Plans – A qualified plan is an employer-sponsored retirement program that provides businesses and its employees that meet plan eligibility with special tax benefits.
Our clients and partners include Employers (small, medium and large), Financial advisers, CPAs and Attorneys.
Custom Plan Design
We don’t subscribe to the “one-size fits all approach.” Conversely, we custom design employer sponsored retirement plans for businesses entities of and all types and sizes. Our approach is simple: We are committed to delivering personalized, meaningful and measurable results.
Plan Administration
Tru-Retirement is a full service Third Party Administrator (TPA), which means we perform all aspects of plan administration. Some TPAs pass certain tasks onto their clients to complete, we don’t. Our services are personalized and comprehensive. Great plan administration keeps your plan in compliance and helps to ensure that your retirement plan(s) are working as they should.
Plan Compliance
Qualified Retirement Plans are subject to various rules and regulations. These regulations are comprehensive and technical in nature; so, it’s important to retain highly skilled professionals to ensure your Plan maintains compliance. Our pension and actuarial professionals are licensed and have extensive experience of the rules and regulations pertaining to Qualified Retirement Plans.
Proposals
Plans
Profit Sharing Plan
A profit sharing plan allows the employer each year to determine how much to contribute to the plan in cash.
Cash Balance Plan
A cash balance plan is a defined benefit plan that defines the benefit in terms that are more characteristic of a defined contribution plan.
401k Plan
401(k) Plans allow employees to invest in their retirement accounts, while also providing employers the ability to match a percentage of contributions.
Defined Benefit Pension Plan
This type of plan promises the participant a specified monthly benefit at retirement.
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A Few Words
About Tru-Retirement
We began offering services in 2011. And, We’ve continued to provide our clients with high-quality customer service, consulting services, and certified retirement plans. We may be in Ontario, California, but we offer our services to any business or company located within the United States. We have a professional team of staff that stays abreast of up to date retirement plan laws and regulations. Our compliance team attends seminars, workshops, and to maintain continuing education. We also obtain professional accreditation.