List of TruStage Retirement Recordkeeping Customers
Madison, 53705, WI,
United States
Since 2010, our global team of researchers has been studying TruStage Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased TruStage Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using TruStage Retirement Recordkeeping for Retirement Recordkeeping include: Summit Credit Union, a United States based Banking and Financial Services organisation with 1100 employees and revenues of $350.0 million, Signal Financial Federal Credit Union, a United States based Banking and Financial Services organisation with 150 employees and revenues of $34.0 million, Community Resource Cred..., a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using TruStage Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The TruStage Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Community Resource Cred... | Professional Services | 10 | $1M | United States | TruStage | TruStage Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
Community Resource Credit Union implemented TruStage Retirement Recordkeeping in 2024. The deployment supports CRCU Retirement and Investment Services and expands member access to investment, retirement plan and wealth management capabilities in Houston, Texas. TruStage Retirement Recordkeeping is positioned as the central Retirement Recordkeeping platform to house retirement plan assets and participant account records for the credit union. The implementation is framed around enabling retirement and investment services for CRCU members through a dedicated recordkeeping platform.
Configuration is focused on core recordkeeping and retirement plan administration capabilities, inferred to include participant account management, plan-level reporting and connectivity to TruStage’s retirement and investment platform. Operational coverage spans the finance function and CRCU Retirement and Investment Services teams, supporting enrollment, account servicing and advisory workflows. Governance is being aligned to finance and retirement processes to strengthen operational controls and member financial wellness outcomes. The engagement explicitly targets expanded member access to wealth management and the support of retirement plan assets on TruStage’s platform.
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Signal Financial Federal Credit Union | Banking and Financial Services | 150 | $34M | United States | TruStage | TruStage Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024, Signal Financial Federal Credit Union implemented TruStage Retirement Recordkeeping. The deployment is positioned to support the credit union's advisor led retirement planning and member facing retirement services delivered through an LPL plus TruStage advisor model in the Washington, D.C. and Maryland region, and the implementation explicitly aligns with the Retirement Recordkeeping category.
TruStage Retirement Recordkeeping was configured to provide core recordkeeping capabilities common to the Retirement Recordkeeping category, including plan and participant account administration, contribution processing workflows, and participant communications and statement distribution. Configuration emphasis appears to center on advisor support functions that enable financial advisors to manage client retirement accounts and to deliver member education and enrollment services.
Operational coverage ties the recordkeeping platform to the credit union's finance and advisory channels, with job postings and program descriptions explicitly referencing the LPL and TruStage partnership, indicating an operational integration between the TruStage recordkeeping services and the LPL advisor model rather than a detailed technical integration profile. The deployment supports use by financial advisors and member services teams that handle retirement plan servicing and advisor delivered retirement planning.
Governance and process orientation emphasize advisor led workflows for member onboarding, plan servicing, and ongoing participant support, with TruStage Retirement Recordkeeping serving as the centralized system of record for retirement accounts and advisor recommendations. Implementation details focus on aligning recordkeeping processes with advisor programs and member engagement workflows rather than specifying system integrator involvement.
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Summit Credit Union | Banking and Financial Services | 1100 | $350M | United States | TruStage | TruStage Retirement Recordkeeping | Retirement Recordkeeping | 2024 | n/a |
In 2024 Summit Credit Union engaged TruStage Retirement Recordkeeping to support advisor-led investment and retirement planning services for its members in Wisconsin, aligning with its finance, retirement and wealth management operations. The deployment centers on TruStage Retirement Recordkeeping as the application component delivering Retirement Recordkeeping functionality within the institution's member-facing retirement offerings.
Public materials and program references indicate likely configuration of core Retirement Recordkeeping capabilities including participant recordkeeping, account administration, advisor servicing portals, reporting and compliance workflows, and participant communications. TruStage Retirement Recordkeeping appears instrumented to support advisor-led interactions, consistent with the vendor relationship and the credit union's advisor program structure.
Operational coverage spans member-facing retirement services in Wisconsin and internal finance, retirement and wealth-management teams, with coordination implied between the advisor program, board oversight and business unit stakeholders. The arrangement references collaboration with LPL for advisor channels, indicating TruStage Retirement Recordkeeping is used alongside advisor distribution partners to operationalize account servicing and advisory workflows.
Governance and process alignment reflect advisor program integration and executive oversight noted in public disclosures, with implementation focused on embedding TruStage Retirement Recordkeeping into existing wealth management and retirement administration processes. The integration is described as enhancing Summit Credit Union member-facing retirement capabilities while supporting ongoing finance and wealth-management operations.
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Buyer Intent: Companies Evaluating TruStage Retirement Recordkeeping
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