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There’s a lot of noise in the market (and all advice isn't created equal). TruePlan is built on transparency and long-term accountability. We focus on clear, data-backed recommendations and ongoing partnership versus one-time sales. That’s why we maintain a 98% client retention rate.
TruePlan aligns our recommendations with your plan's objectives and overall strategy. Our model is designed around transparency, objectivity and ongoing oversight, helping support informed decision-making with your organization and employees in mind.
Yes. TruePlan provides proactive, ongoing plan management. Your advisor continuously monitors your plan, identifies opportunities and communicates regularly, so you always know where things stand.
We don’t use pre-packaged recommendations. Every engagement is tailored to your organization, workforce and goals. You get our strategic guidance, not a recycled presentation.
A strong partner provides transparency, consistent communication and measurable results. TruePlan is built for long-term relationships, with a track record of client retention and ongoing engagement that reflects real partnership.
TruePlan provides 100% transparency across all plan-related fees,including advisor, vendor and investment costs. You’ll see exactly what you’re paying, how fees are structured and where value is being delivered.
We conduct a comprehensive review of all plan costs, including fees that are often buried or overlooked. This gives you a complete, accurate picture of total expenses so there are no surprises.
TruePlan benchmarks your plan against the broader market to evaluate competitiveness. We help you understand where you stand and identify opportunities to improve pricing, so your decisions are based on real data.
We break down complex pricing into clear, straightforward insights. Instead of industry jargon or layered explanations, you get simple, actionable clarity on what you’re paying and why.
TruePlan advisors bring deep experience in retirement plans, regulatory requirements and vendor evaluation. We apply that expertise to every recommendation, so you’re not relying on surface-level guidance.
Overselling often shows up as vague promises without data or specifics. TruePlan focuses on transparent, evidence-based recommendations, so you can clearly see the rationale behind every decision.
That’s exactly where we come in. TruePlan helps to simplify complex decisions, providing clear explanations and guidance so you can move forward with confidence, even without deep technical expertise.
You receive continuous support throughout and after onboarding. Your advisor provides regular check-ins, proactive recommendations and responsive guidance to help you adapt as your plan and needs evolve.
We provide structured, data-driven evaluations, so you can better compare your options, understand trade-offs and make informed decisions without relying on guesswork or vendor-driven narratives.
You’ll work with a dedicated advisor who provides ongoing guidance tailored to your plan's needs. They know your goals, challenges and strategy. They'll remain accessible throughout the partnership.
Your advisor is responsive and available when questions arise. TruePlan prioritizes consistent communication, so you’re never left waiting for answers or clarity.
Our success is measured by client experiences, not transactions. With a 98% client retention rate, our model is built around delivering sustained value versus short-term wins.
