Resources

As thought leaders, we’re constantly looking for ways to improve our services and provide you with resources to help you make well-informed decisions. Keep up to date here with the latest news, insights and industry articles from TruePlan Benefit and Retirement Advisors.

Upcoming events

  • Employer-Sponsored Identity Protection: Timely, Trusted, Turnkey with LifeLock™ — July 10 at 12:00 p.m. EST
    Identity theft is more common — and more costly — than ever. This webinar will show how employers can offer powerful protection through a group-based identity recovery benefit from LifeLock™, available as either a paid or voluntary option.
  • Cut Costs, Boost Care: The Surest Way to Smarter Health Benefits – August 8 at 12 p.m. EST
    Employer-sponsored health plans are under pressure. Rising costs, lack of transparency and limited employee satisfaction are making it harder to deliver real value — forcing many organizations to search for smarter, more affordable benefit strategies. But what if there was a different way? Join us to discover how Surest is helping employers like you cut up to 15% in health plan spending while members save an average of 50% on care.

Publications

Alternative investments: An efficient way to diversify report

Alternative investments: An efficient way to diversify

Institutional investors are under pressure to deliver consistent returns while managing risk. Traditional equity and fixed income strategies alone may not offer enough diversification and downside protection to effectively weather sustained periods of market volatility or economic downturns.

What is a fiduciary investment advisor?

Navigating the world of investments can be a complex task, especially for those managing small, medium and larger-sized portfolios with endowments, foundations, pension plans and other entities. One key player in this realm is the fiduciary investment advisor for your institution. What exactly is a fiduciary investment advisor and how can they benefit your organization?

SEC approves spot bitcoin ETFs

The long-awaited exchange-traded fund for spot bitcoin became available to investors on Jan. 11. Previously, bitcoin exposure was limited to direct asset custody in a digital wallet, Chicago Mercantile Exchange futures contracts or open-ended private trusts, all offering various pros and cons.

Does cryptocurrency have a place in retirement plans?

Should defined contribution retirement plan portfolios include cryptocurrency? The short answer is: Not yet. We believe it's too soon to take a chance on this volatile new investment option, but that could change over time.