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10/08/2024

A male financial professional discusses retirement planning with a female client in a conference room.
Financial professional resources

Partnership and solutions to move business forward

Help mitigate risks and deliver a complete retirement solution to the clients you serve. At TruStage™, we’re dedicated to working with financial professionals to develop customized investment strategies, navigate the complexities of retirement planning and help grow your practice with ongoing support.


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Bring it together

Help grow your practice

We provide easy-to-navigate plan management paired with our fee transparency making it simple for you to scale your retirement plan practice. By partnering with TruStage, you'll benefit from a true, open architecture trading solution with no limits on specific investments, models or fund families. We access the National Securities Clearing Corporation (NSCC) via our industry-leading platform with more than 25 million trades annually, more than 25,000 mutual funds and exchange-traded funds (EFTs) from more than 650 mutual fund families*.

10 years

Average tenure of our service teams**

9.4 years

Average plan/client relationship**

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Resources that help you grow

Enjoy no-cost education opportunities that help you never stop learning.

Register for our October 2024 webinar


On-demand replay — Fees, funds, fiduciaries: Why they are still important

The Department of Labor proposed its fiduciary rule (again), which continues to expand the scope of who is a fiduciary. Hear the webinar replay with ERISA attorney Bonnie Treichel and practice management coach Randy Fuss to understand why fiduciary status is still important for both plan sponsors and their participants. Recorded 2/22/2024.

Watch now

Visit our blog to stay one step ahead

Join us at upcoming events

  • September 24, 2024: TPA Event: TPA Benchmark — A Service of Hynes Associates
  • October 20, 2024: TPA Event: ASSPA Annual, Orlando, Florida
  • October 30, 2024: Webinar: SECURE 2.0 with Ilene Ferenczy and Sarah Simoneaux
  • November 20, 2024: TPA Event: ERISA Hawaii Seminar, Waikiki, Honolulu, Hawaii
  • December 3, 2024: Webinar: Marketing Commentary with Steve Rick

Investment options to help meet employee needs

Provide clients with security through a stable value option as part of their plan’s investment lineup.

CMFG Stable Value Fund benefits

  • Backed by a portfolio of longer-duration investments
  • Crediting rates are slower and steadier in response to market interest rate changes
  • Crediting rates are expected to be higher when long-term bond yields are higher than short-term bonds

CMFG Stable Asset Fund benefits

  • Backed by a portfolio with a higher allocation of shorter-duration investments
  • Crediting rates move faster in response to market interest rate changes
  • Crediting rates are expected to be higher when short-term bond yields are higher than long-term bonds
Contact your wholesaler today

For questions on TruStage Retirement Solutions, give us a call at 800.491.7859.