Investments

Strategic investment advice for today's fiduciaries

We deliver objective guidance and a disciplined process tailored to your goals, without prepackaging.

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Building conviction in the fund lineup

Your organization's retirement plan investments shouldn’t be a source of second-guessing. From selecting and monitoring funds to documenting every decision, we provide clear and objective investment guidance.
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Investment lineup selection and monitoring

We help evaluate your organization’s needs to create a customized investment lineup, aimed at alignment with your investment policy guidelines.
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Fiduciary services

TruePlan's 3(21) and 3(38) fiduciary services provide experienced guidance to support your retirement plan governance.
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Pension plans

We can help assess pension strategies that incorporate alternative investments and liability-driven investing.

Where regulatory rigor meets real retirement impact

From investments to fiduciary services, our investment services help provide detailed insights and another layer of expertise.

Book a call to review your investment plan →
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Your investments, our expertise

Comprehensive investment solutions tailored to your organization's needs.
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Investment lineup support

Fund performance shouldn’t be a mystery

We assess your organization’s needs to design an investment lineup that aligns with your investment policy guidelines. This approach helps to foster engagement and is aimed to drive fiduciary success.

Start the conversation →

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Customized lineup

Engaging your fiduciary committee with a tailored strategy designed to support your organization’s needs.

 

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Ongoing monitoring

Regular assessments help ensure your investment lineup remains effective and aligned with goals.

Fiduciary support

Fiduciary pressure is real
— we help you manage it

Our fiduciary services help ensure that your investments are managed through a disciplined process and with fiduciary oversight.

  • Monitoring of investment performance and fees.
  • Transparent reporting for informed decision-making.
  • Periodic investment policy review and evaluation.
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 3(21) and 3(38) fiduciary services 

How fiduciary services benefit your plan 

Whether you retain investment oversight or delegate investment management, TruePlan's fiduciary services help support your organization’s retirement plan through experienced guidance, ongoing monitoring, compliance updates, investment oversight and vendor management.

Pension plans

Modern pension plans.
Strategic actions.

As a supplement to traditional investment strategies, our pension plan services can help leverage alternative investments and liability-driven strategies to help pursue your organization’s objectives.

  • Alternative investments for diversified growth opportunity potential.
  • Liability-driven investment strategies designed to mitigate funding status volatility.
  • Expert monitoring and reporting for informed decision-making.
Advisor looking at client's pension plans

Monitoring and reporting for informed decision-making
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Alternative investments strategies

Explore how to diversify beyond traditional stocks and bonds, helping to reduce volatility and potentially improve long-term returns.
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Liability-driven investment (LDI) strategies

Align the durations of your pension plan’s bond portfolio with those of its liabilities, helping to manage interest rate risk and stabilize funding.
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Lean on real advice from real, certified people

We aim to protect your organization's best interests in investment decisions, helping your plan meet its long-term commitments. 
2 min read

Checking in: An update on specialty and sector funds in DC retirement plans

Ryan McWalter: Jul 23, 2026

Seek balance in offering niche investments with prudence At year-end 2025, our research detailed in Specialty and...
5 min read

TruePlan’s take on the DOL’s proposed rule for alt investments in DC plans

Noah Buck: Apr 23, 2026

How the Department of Labor’s proposed rule impacts alternative investments in defined contribution plans In late...
4 min read

Private capital in 401(k)s: What plan sponsors should know

Ryan McWalter: Mar 27, 2026

Private capital in 401(k)s: What plan sponsors should know Are private capital investments a fit for defined...

FAQs

Get answers to commonly asked questions on investment services. 

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.
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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.
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Lisa M. Mazzoccone
Vice President & Chief People Experience Officer, St. Mary’s Healthcare Amsterdam