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.

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.

What clients say

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