About

Always true to your plan

Grounded in decades of experience, we know organizations thrive when their people thrive. Our commitment remains steadfast: delivering expert support, proactive advice and measurable value every step of the way. 

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Our numbers speak for themselves

We're a small but mighty boutique firm that aims to always be on a first-name basis.
100
%

Transparency on fees

98
%

Client retention rate

20

Average client tenure in years

25

Average industry experience in years

$
7
B

Assets under administration, including $5B in RIA services*

1845

In-person one-on-one participant education meetings**

1613

Virtual one-on-one participant education meetings**

130

Investment manager meetings**

Who we partner with

We work with all types of organizations, some of which includes hospitals, health systems, nonprofits, educational institutions and mission-driven employers across New York, the Northeast and the United States.

Our clients value long-term relationships, customized strategies and responsive, expert-level support. 
hospitals and health systems

Hospitals and health systems

faith-based organizations

Faith-based organizations

educational institutions

Educational institutions

Mission-driven employers

Mission-driven employers

Your plan's worth reviewing

Book a consultation to review and help strengthen your plan. 

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What motivates us

Grounded in decades of experience, our commitment to delivering expert support, proactive advice and measurable value remains steadfast. 
TruePlan team group photo with President Noah Buck and Vice President Kylee Hall in center

Our mission

About TruePlan® 

TruePlan Benefit and Retirement Advisors (formerly HANYS Benefit Services) is a full-service, independent consulting firm, registered investment advisor and broker-dealer based in Rensselaer, New York.

Since Jan. 1, 2024, we’ve proudly carried a name that better reflects our mission: delivering tailored, full-spectrum benefit and retirement solutions to mission-driven organizations across New York, the Northeast and U.S. 

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Our vision

How we assist you

We partner seamlessly with HR and finance teams, offering:
  • Brokerage services
  • Compliance guidance
  • Plan design
  • Investment oversight
  • Vendor management
  • Merger/acquisition support
  • Financial wellness
  • Employee communications
TruePlan's Renee LoBello walking a potential client through services

Why choose TruePlan?

Your proactive partner

We bring decades of experience, deep industry insight and a people-first mindset to every engagement. As your proactive partner, we’re here to simplify complexity, help strengthen your strategy, and protect what matters most: your people and your plan. 

target

Strategic support

Enhancing your organizational capabilities through expert guidance and customized strategies.

 

person

Client-centric

We put your organization's needs and goals first to help your employees thrive.

FAQs

Get a quick overview of TruePlan.

Real transformation

Empowering organizations with tailored retirement and employee benefit solutions for lasting success.
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Let's talk

Still have questions or want to learn more? Reach out for a complimentary 30-minute call.
We want to take care of our employees, and it's clear that TruePlan wants to help us do that.
Village Community School
Leslie Johnson
Associate Head of School for Finance and Operations, Village Community School
We have such a diverse workforce. The on-site education they do for our people is wonderful.
SMH logo-no tag-blue - Copy
Lisa M. Mazzoccone
Vice President & Chief People Experience Officer, St. Mary’s Healthcare Amsterdam

*As of 12/31/2025

**Throughout the 2025 calendar year