Advisors turn distributions into a client service opportunity.
TRUSS simplifies small-balance retirement forceouts, eases defined contributions (DC) and defined benefits (DB) plan terminations, and supports efforts to move term-vested participants into an IRA.
By leveraging TRUSS, you can deliver a modernized and streamlined IRA solution that benefits both your retirement plan practice and your plan sponsor clients.
Don’t miss an opportunity to support forced-out and terminated plan participants while protecting your plan sponsor clients.
TRUSS provides retirement plan advisors with a fully installed, compliant solution for managing mandatory distributions, small-balance accounts, and plan terminations. With the custom-built IRA, advisors can profitably manage small-balance or rollover IRAs that previously weren’t feasible to manage. Our platform manages onboarding, IRA holder communications, trading, and recordkeeping, allowing you to focus on retirement planning, wealth management, and expanding your practice.
TRUSS is an automatic rollover solution designed from a regulatory standpoint to safeguard participants, plan sponsors, and advisors. The program facilitates efficient plan administration, reduces fiduciary risk, and maintains compliance with ERISA, IRS, and DOL requirements, while protecting participants’ retirement assets.