Retirement Program

Human Resources > Retirement Program

Archbright Retirement Powered by Trutina Financial

Archbright has collaborated with Trutina Financial to develop a first-of-its-kind program, Archbright retirement powered by Trutina Financial, offering a 360-degree approach to solving important challenges at every level of your organization.

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Click here to watch this 2-minute video about our program!

The Archbright Retirement Program is powered by Trutina Financial. All of the advisory, educational, and consulting services available through the Program are provided by Trutina Financial, a Registered Investment Advisor. Trutina Financial is an investment advisor registered with the Securities and Exchange Commission. Trutina Financial and Archbright are independent, unaffiliated organizations.

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Learn about how our programs help business owners & key executives, key employees, and general employees plan for retirement.

Employee Stock Ownership Plan

Employee Stock Ownership Plan

Owners, key employees and staff of privately held businesses with strong financials, clear objectives, and future leaders in place. Provides a liquidity opportunity and control for owners, tax benefits for the company, and encourages employee buy-in.

Succession Planning

Succession Planning

Owners planning to retire within 10 years & needing help with a business succession plan. You’ll meet with an expert consultant to help you design a customized plan for your eventual exit from the business.

Merger & Acquisition

Merger & Acquisition

Owners & executives interested in achieving business goals through a transaction and understanding the current market landscape within their industry. Consult with Merger & Acquisition experts who’ll provide an analysis of your business and industry activity, as well as debt/lending advice, growth planning, & market analysis.

Cash Balance

Cash Balance

Owners interested in saving significantly more tax-deferred than the 401(k)/profit sharing IRS limits. This qualified retirement plan is typically used in combination with a 401(k) to increase savings amounts through tax deferred employer contributions and is eligible for rollover at retirement.

Non-Qualified Compensation Plan

Non-Qualified Compensation Plan

Companies & organizations looking for differentiators to retain or attract key people—typically non-equity executives and managers. Custom-designed for each key employee to match their long-term goals, this plan offers more pre-tax savings, unique compensation designs & incentives, flexible / long-term vesting & distribution options.

Long-Term Incentive Plan

Long-Term Incentive Plan

Companies looking to provide unique benefits for certain non-key employee groups, such as long tenured employees. With this plan, you can provide custom, long term benefits & incentives to non-key employees, above and beyond 401(k) contributions.

401(k) - 403(b)

401(k) - 403(b)

Companies & Organizations looking to get more from their retirement program for all employees. Archbright has negotiated services with multiple top experts in the industry to provide advisory, record keeping, & administrative solutions. Customized around your demographics & needs.

Financial Wellness

Financial Wellness

Companies & organizations of all sizes, typically those whose employees are comfortable using web and mobile. Helping reduce financial stress & improving your employees’ health & productivity, this program provides personalized assessments, financial coaching, seminars, videos, and more.