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TruSource handles all aspects of a retirement plan account administration for Plan Sponsors.
TruSource’s in-depth knowledge of retirement plans translates into efficient, effective administrative services. This means Plan Sponsors can concentrate on what they do best - run their business.
TruSource Plan Sponsor services include:
- Dedicated Relationship Manager assigned to each Plan Sponsor
- Ongoing documentation services for prototype plans sponsored by TruSource
- Ongoing compliance services
- Quarterly Plan Valuations summarizing all Participants’ accrued benefits
- Assistance with determination of Participant eligibility
- Production of all distribution checks, forwarding of withheld funds to the appropriate agencies and preparation of all IRS Form 1099-R's
- PlanStat Sponsor website that now includes the optional Payroll Manager module
- Annual Employer Benefits Statement
- Quarterly newsletter
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