TruSource understands the important role Financial Advisors have helping their retirement Plan Sponsors and Participants. And, with the PlanStat website for Financial Advisors, you are empowered even more to deliver clients personalized service to all of your clients. You can view all Plan, fund and Participant account information you have with TruSource. With just a click of the mouse you have all of the tools you will need to manage your accounts.

You will be able to view funds, analyze information with up-to-date reports, track contributions and distributions, and examine plan sponsor information to provide informative and responsive customer service.

Now you have all of the account information you have ever wanted at the touch of a button.