Participants can tap into Trustar’s Retirement Service Center for:
- account and loan information
- transfer current investment balances
- process a loan
- import detailed account activity into financial software such as Quicken or Microsoft Money
Trustar has also simplified the process of requesting a loan online – but has tied in an article outlining the pros and cons of borrowing from their account within the loan service area of the site.
The Retirement Service Center also features new interactive education and planning tools.
Trustar is trustee for more than $19 billion in retirement assets, and provides administration for more than 500,000 self-directed and group retirement plan participants.
Trustar is an independent subsidiary of the Principal Financial Group.
– Nevin Adams firstname.lastname@example.org
« Transamerica Starts Financial Engines Advice