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Has plan administration become a headache for you? TruSource can help.
TruSource is one of the premiere retirement outsourcing providers for the pension industry. TruSource has been selected by many very large organizations to partner with them as their back office provider. These include well-known firms in the mutual fund, life insurance, money management and banking areas. Our partners look to TruSource for our experience in account administration, flexibility to work in all sized markets, dependable service, customization of solutions not found with other firms and a dedicated commitment to outstanding customer service.
TruSource services for Partners include:
- Conversion management
- Document and ongoing plan consulting
- Account administration and testing
- 1099R and Form 5500 preparation services
- Recordkeeping - daily valued and balance forward
- Trust services
- Customized PlanStat Partner, Plan Sponsor, Broker and Participant Website
- Customized statements
- Customized Partner, Plan Sponsor and Broker reports
- Customized client billing
- Customized Voice Response Unit
- Self directed brokerage accounts
- Sub Transfer Agency and Partner fee
- Billing
- Investment Processing
- Mutual funds
- Group annuities
- Traditional pension plan account administration services
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