TruPension
Employer-Sponsored Retirement Plans
Stay compliant and well-documented under ERISA through investment oversight and fiduciary guidance
- Structured fiduciary oversight, committee support, and participant education.
About
Fee Benchmarking and Oversight
Plan fees should be reviewed regularly and documented appropriately.We support plan sponsors through ongoing fee benchmarking to assess reasonableness and competitiveness over time.
Reviews typically include:
- Record-keeping and administrative fees
- Investment-related expenses
- Overall plan cost relative to market comparables
Results are presented in clear, practical terms to support committee understanding,documentation, and follow-up where appropriate.
Support
Participant Education and Support
A retirement plan is most effective when employees understand how to use it.
We support plan sponsors by providing structured participant education and access designed to help employees make informed decisions.
Our approach includes:
- Employee education delivered in plain practical language
- On-site support for enrollment and common questions
- Direct access to an advisor—no call centers or scripted responses
This support helps employees engage with the plan while allowing sponsors and HR teams to maintain appropriate boundaries and oversight.