TruStage

Third-Party Administrator

Madison, WI

About TruStage

<p>Works with credit unions and their members on insurance and investment products, with recordkeeping support for employer-sponsored retirement plans. TruStage is an <a href="/retirement-plans">retirement plan provider</a> that operates as an administrator and focuses on plan operations that tie back to the credit-union market.</p> <p>Founded in 1935, the firm is headquartered in Madison, part of the Madison metro in south-central Wisconsin, and employs 3,000 people. TruStage reports 3,517 clients (2025).</p> <p>Plan sponsors that want a provider familiar with credit-union distribution often look here for day-to-day plan administration and recordkeeping tasks. The differentiator is its close alignment with credit unions and their member base, rather than a general-market approach.</p> <ul> <li>Administrator with recordkeeping services</li> <li>Supports credit unions and their members with insurance and investment products</li> <li>Founded in 1935</li> <li>Headquarters: Madison (Madison metro), Wisconsin</li> <li>Reports 3,517 clients (2025)</li> </ul>

Website: https://trustage.com

Founded: 1935

Employees: 3000

Office Locations

  • Madison, WI (Headquarters)

Services Offered

  • Recordkeeping

Client Statistics (2025)

  • Total Clients: 10,091
  • Total AUM: $36.1B
  • Total Participants: 250,782