Plan Services

Trustime, Inc. is primarily a full time retirement plan administration and insurance benefit corporation. We currently serve over 3,600 clients with assets totaling in excess of $140 million.

From the largest nonstandard 401K profit share plan to the small individual retirement plan (IRA, SEP, Simple, TSA), we have the products and knowledge to achieve the best selection for any size business entity.

Our largest benefit to our community and the surrounding northwest area is the fact that we are a local firm and are fully accessible to both employers and employees in our plans and can answer their questions immediately whether it be regarding a plan administrative issue or of an investment nature through our sales brokerage team. We appreciate and understand our clients and have a solid commitment to providing premium service and products.

Our independent insurance agency offers not only annuity investments for plans and individuals, but also life, health, long-term care, medical supplement coverage and individualized estate planning.

Our firm is supported by the finest industry affiliations. BISYS furnishes us with technical compliance and consulting services; Sungard Corbel is the parent company of our Relius administration program and LaSalle St. Securities, LLC is our securities brokerage affiliation. Through this brokerage affiliation we offer virtually any investment vehicle the IRS allows inside qualified plans. In selecting the investments to be offered in any plan, we like to identify investment categories first and then with the trustees or investment team determine the appropriate investment for each category based on performance, fund family and history.