Welcome to TruSource, Trust Outsourcing Partners

Flexible solutions that maximize plan benefits and minimize administrative responsibilities.

A competitive and robust retirement plan is key to attracting and retaining high quality employees. However, managing the complexities of plan trust and recordkeeping operations can be challenging.

TruSource is dedicated to providing comprehensive institutional qualified and non-qualified retirement plan recordkeeping and trust services to financial institutions, financial advisers, plan sponsors, and participants. Our services are tailored to each plan – from directed trustee and recordkeeping to self-directed brokerage accounts and state-of-the-art plan and account information and education. Highly experienced professionals partner with you to implement and manage the services you need – helping to ensure the ongoing success of each and every plan we serve.

Along with our flexible services and streamlined plan administration, our customers benefit from:

• Integrated trust and recordkeeping technology solutions
• Open investment architecture with a broad range of nationally recognized, competitive investment options
• Proprietary and flexible self-directed brokerage account services
• Plan consulting and compliance services
• Online and personalized support and services

Our commitment to outstanding service and delivery of customized client solutions make TruSource a leader in the retirement services industry. Contact us to find out how we can help you with your retirement plan outsourcing needs.