About Trustime, Inc. | ||||
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Trustime, Inc. is a full-time retirement plan corporation. We work with businesses and individuals to formulate retirement plans that precisely match their personal retirement goals. We are a locally-owned, privately held Pendleton, Oregon corporation established in 1985 to provide professional financial planning through the use of IRS qualified retirement plans. Our dedicated administrative team and sophisticated planning system keep us ahead of the ever-changing retirement plan industry. At Trustime, we link the heart of small town USA to the mind of big town America. Simply put, we take you from where you are to where you want to be - and we believe we do it better than anyone else. |
Our services include everything necessary to carry out your plan. Among them are: proposal and feasibility studies, determining eligibility, vesting, updating plan specs and census data, integration, calculating and allocating contributions, forfeitures, gains and losses, determining top heavy plans, key employees, family aggregation, compliance testing, plan loans, and distributions. We work primarily with defined contribution retirement plans, including profit share, money purchase and 401K plans. If you are an employer, we help you explore your choices and then formulate the plan that is best for you, In a similar way, if you are an employee of a Trustime client, we will meet with you and help you choose the plan that will bring you to your personal retirement goals. Either way your future is our full-time concern. Further, our easy to read professional reports implement all of the current IRS and DOL rules, regulations and testing procedures. We are bent on integrity, long-term client relationships and die-hard determination to be the best. | |||
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RETIREMENT PLANS ARE OUR FULLTIME BUSINESS.We do more than just market retirement plans. We are full-time retirement plan administrators. This is unusual in our industry. By doing full-time what others do part-time, we serve you better.WE HAVE BEEN AWARDED OUR OWN TRUSTIME RETIREMENT PLAN.We are the first company in the Pacific Northwest to be authorized to offer our own regional prototype retirement plan - proof of our inventiveness and integrity. These same qualities will be applied to your plan.WITH US, YOU CAN SELECT THE INVESTMENTS YOU WANT FOR YOUR RETIREMENT PLAN.This means you can self-direct your plan. You choose the investments you want. Unlike other companies, we are not limited to a few "in-house" products; instead, we offer you all products. | ||||
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