Employer-Sponsored Plans

A clearer approach to retirement plan decisions

Retirement plans can become more complex as organizations grow and regulations evolve. We help review plan design, investment options, fees and administrative processes, so you can make informed decisions about your retirement program. 

Book your complimentary discussion

Gain greater visibility into your retirement plan

Assess plan features, costs and governance considerations to better understand how your retirement program compares to your organization's priorities and needs.
search

Explore diverse plan options

Browse a wide range of retirement plan types and features to select the one that aligns with your organization's objectives and workforce needs.
target

Evaluate retirement plan efficiency

Gain insights into factors that can influence retirement plan performance, costs and overall plan administration. 
justice

Support compliance awareness

Learn about regulatory considerations and fiduciary responsibilities related to retirement plan management. 
smart-choice

Review defined contribution plans

Explore the structure, features and considerations of defined contribution plans for employers and employees.

Employer-sponsored retirement plans

Taking a fresh look at your
retirement plan?

Retirement plans and organizational priorities can change over time. Reviewing your plan's structure, costs, features and administrative considerations can help support informed decision-making.

Start the conversation →

puzzles

Plan types

Our 401(k), 403(b), defined benefit and non-qualified plans each offer different features and considerations. We help you navigate through them.

 

notebook-v2

Key considerations

We'll help you compare plan design options, contribution approaches, administrative requirements and participant needs.

 
TruePlan's Kylee Hall explaining employer-sponsored plans to client

No one-size-fits-all plans here

Every organization has unique goals, challenges and workforce needs. We help evaluate your retirement plan structure, investments and service providers to ensure your plan aligns with what matters most to your business and employees.

Team reviewing plan options

Plan evaluation

Straightforward plan review

Explore a variety of plan options tailored for your organization. Our background in retirement plan optimization can help you with compliance and maximizing benefits for all employees.

Benefits of partnering with us:

  • tailored retirement solutions for your unique business needs;
  • explore and navigate retirement plan features; and
  • optimize your plan, your way.

 Navigate plans with strategy, not stress 

 From traditional to flexible, specialized employer sponsored plans, we have you covered.
  • 401(k) plans
  • 403(b) plans
  • Defined benefit plans
  • Employee stock ownership plans (ESOPs)
  • Non-qualified plans
  • Multiple employer plans (MEPs), pooled employer plans (PEPs) and other group plans

Retirement plan compliance

A practical approach

Retirement plan regulations can become increasingly complex during organizational changes. Our team works with employers to evaluate compliance-related considerations, review plan structures and better understand applicable regulatory requirements.

Areas of focus:

  • merger and acquisition retirement plan considerations;
  • defined contribution plan review and evaluation; and
  • controlled group and non-discrimination rule considerations.
Advisor ready to help with retirement plan compliance
Team discussing mergers and acquisitions support

Mergers and acquisitions 

Retirement plan consideration for mergers and acquisitions

Mergers, acquisitions and organizational changes can introduce complex retirement plan considerations. Our team works with employers to evaluate non-discrimination testing requirements, controlled group rules and other regulatory factors to support informed retirement plan decisions.

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