TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

Overview

Trueplan Benefit And Retirement Advisors is a corporate RIA that focuses on institutional clients, primarily providing portfolio management for businesses and pension consulting services. The firm operates as both a broker-dealer and an insurance broker, which shapes its product mix toward insurance solutions and packaged public fund vehicles. Registered with the SEC since 2007, Trueplan uses a mix of percentage-of-AUM and fixed-fee billing and is not identified as an active ESG investor. The firm’s investment approach is oriented around third-party-managed vehicles rather than deep in-house active stock selection. Its role as a pension consultant and institutional allocator drives a preference for scalable public fund solutions and outsourced manager relationships. Trueplan is not listed as a capital allocator, and its reporting indicates limited discretionary trading authority on client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices