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TruSource gives participants web access to their accounts with PlanStat.
TruSource recognizes that helping employees understand the value of their retirement accounts adds value for the Plan Sponsor.
We provide participants with:
- Access to comprehensive account information
- Detailed quarterly cash-based statements - mailed to the home address
- Account balance information
- Easy access to make fund or investmenttransfers
- Links to fund fact sheets
- State-of-the-art voice response system, which includes support from TruSource retirement plan service representatives
- Mutual fund investment options
- Brand-name funds
- Daily valued account information
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