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TruePlan Benefit and Retirement Advisors
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS is an SEC-registered investment adviser in RENSSELAER, NY, registered since 2007. The firm manages $5.1 billion in...
TruePlan Benefit and Retirement Advisors
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS is an SEC-registered investment adviser in RENSSELAER, NY, registered since 2007. The firm manages $5.1 billion in assets. It has 11 employees and 6 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
What services does TruePlan Benefit and Retirement Advisors offer?
TruePlan provides retirement plan advisory services, including plan design, fiduciary oversight, investment menu construction, and participant education for 401(k) and other defined contribution plans (per public record).
Who are the clients of TruePlan Benefit and Retirement Advisors?
The firm serves retirement plan sponsors and institutional clients in the US. No specific client names have been publicly disclosed.
Is TruePlan Benefit and Retirement Advisors a single family office?
No. TruePlan is a registered investment advisor (RIA), not a family office. The firm does not publicly disclose ownership or principal beneficiaries.
How does TruePlan generate revenue?
As an RIA, TruePlan likely charges advisory fees based on assets under management or flat retainer fees for plan consulting. Fee structures are not publicly detailed.
Why is there limited public information about TruePlan?
TruePlan Benefit and Retirement Advisors does not maintain a public website, social media presence, or submit public filings that detail its operations. Many RIAs serving niche institutional clients operate with minimal public disclosure.
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