Retirement and benefit services aligned with your mission, vision, values

We work with organizations of varying sizes, tailoring our solutions to meet the complexity, scale and goals of each client. Examples include:

• healthcare organizations, including hospitals and physician groups;

• for-profit and not-for-profit employers;

• plan sponsors and retirement committees; and

• HR, finance and executive leadership teams.

In these organizations, we collaborate with: 

• plan sponsors;

• retirement committees;

• HR and benefits leaders; and

• finance and executive teams.

TruePlan brings more than 40 years of experience working with organizations across healthcare and other sectors. We are an independent advisory firm that provides employer-sponsored retirement and employee benefit solutions. We specialize in helping organizations design, implement and manage programs that support both business goals and employee well-being. 

We offer a full range of services, including:

• retirement plan consulting and fiduciary support;

• employee benefits consulting and program design;

• group insurance solutions;

• plan governance and compliance support; and

• employee education and engagement strategies.

In addition to healthcare, we support a diverse group of organizations across multiple industries, including nonprofit entities and corporate employers.

TruePlan operates as an independent firm with a relationship-focused model. Strategies are tailored to each organization, with an emphasis on long-term collaboration and objective guidance. 

We advise on a variety of employer-sponsored retirement plans, including 401(k), 403(b), defined benefit plans and non-qualified top hat plans.

Our employee benefits division supports a wide range of programs, including:

• fully insured plans;

• self-insured (self-funded) arrangements;

• hybrid funding strategies; and

• customized benefit plan designs.

Organizations typically partner with TruePlan when they:

• want to reduce fiduciary risk;

• need better visibility into fees and services;

• are experiencing growth, change or merger and acquisitions activity; and

• feel their current advisor is reactive instead of proactive.