Retirement Plans

Optimize. Comply. Protect.

Process-ready retirement plans built for what's next.

Get my complimentary plan review

A retirement partner that aims to deliver more

You shouldn’t have to choose between strong retirement benefits and the support it takes to manage them well. We bring strategic guidance, transparent service and personalized support to help you offer retirement plans that align with your goals and meet your employees’ long-term needs.
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401(k) plans

We offer 401(k) plans with guidance that helps you balance plan performance, participant needs and long-term goals.
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403(b) plans

We help you manage 403(b) plans with personalized support and a clear path forward.
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Defined benefit plans

We support defined benefit plans with experienced guidance and responsive service at every step.
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Top hat plans

We help design and manage top hat plans, partnering with organizations that understand the need for flexibility, precision and ongoing support.

People, not vendors. 

Your plan deserves more than a vendor. Work with a the team that guides, advises and helps keep you on track.

See who's behind the support →
TruePlan's Celena Fusco leading a conversation at whiteboard

Start with the right solution

Our retirement plan services are designed to meet the diverse needs of your workforce. From plan optimization to investment services, we support your organization's success. 

Browse our solutions →

smart-choice Employer-sponsored plans

Enhance your retirement plan's effectiveness through strategic insights.

search Fiduciary governance

Get professional guidance on how to stay compliant and support plan's objectives.

customer-support Fiduciary training

Access training, templates and knowledge to govern with confidence.

usiness-case Vendor management

Improve vendor relationships with our comprehensive management and benchmarking solutions.

coin-hand Investment services

Manage your investments with strategies aligned to your organization's retirement plan goals.

Pursue compliance. Regain control. 

Book a consultation to review and help strengthen your retirement plan. 

Book your call

Your plan, our guidance

Comprehensive solutions for your organization's retirement plan needs.
TruePlan's Renee LoBello and Daniel Brindisi discussing employer-sponsored plans

 

Employer-sponsored plans

Simplify your plan choices

No confusing structures. Just straightforward guidance and clear, unbiased insights.

View our employer-sponsored plans →

Investment services

Well researched

Our investment approach is grounded in research, experience and a disciplined process. We do the heavy lifting, like evaluating options, monitoring performance and guiding decisions, so you can move forward with more confidence.

View our investment services →
Kylee Hall and Ryan McWalter representing TruePlan's investment services
Advisor explaining fiduciary governance

Fiduciary governance

High stakes.

Clear support.

Meet your fiduciary responsibilities with confidence through documentation, oversight and actionable guidance.  

View our fiduciary governance solutions →

Fiduciary training

Govern with confidence

Training that supports your fiduciary responsibilities.

View our fiduciary training solutions →
Team reviewing fiduciary training
TruePlan team together discussing vendor management

Vendor management

Stronger relationships.

Prudent decisions.

Your advocate for reasonable fees and quality service.

View our vendor management solutions →
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...
Noah Buck

Noah Buck

President

Employee Benefit Services and Retirement Plan Services

Kylee Hall

Kylee Hall

Vice President

Retirement Plan Services

Ryan Mcwalter

Ryan McWalter,

CAIA

Senior Director of Investment Services

Retirement Plan Services

Jeff Rolles

Jeff Rolles,

HFC

Director of Investment Strategy

Retirement Plan Services

Andrew Goo

Andrew Goo,

CRPC, CPFA

Business Development Executive

Employee Benefit Services and Retirement Plan Services

 

Alana Jennings

Alana Jennings

AIF, CPFA

Manager, Client Relationship Management / Retirement Education Supervisor

Retirement Plan Services

fusco

Celena Fusco

Manager, Client Relationship Management

Retirement Plan Services

regine-russell

Regine Russell

Client Relationship Coordinator

Retirement Plan Services

FAQs

Find answers to some of our most common retirement plan questions.

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