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TruSource is a dedicated retirement services provider with offices in Costa Mesa, CA (corporate headquarters); San Francisco, CA; Rockford, IL; and Tarrytown, NY.
Since 1967, TruSource has provided pension, trust, and retirement planning services for clients encompassing small to large, blue and white collar, union and non-union corporations. We have set the industry standard for single-source accountability, combining trust, recordkeeping, administration, compliance, tax reporting, web services, participant web access, self-directed brokerage, and many other services under one roof.
Key Facts:
- Over $3.5 Billion in Trust Assets
- Over 250 Employees
- Recordkeeper for 350,000 Participants in 4,500 Plans
- TruSource is a division of Union Bank of California, N.A.
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