Healthcare Community Securities Corp., operating as TruePlan Benefit and Retirement Advisors, provides investment advisory and consulting services primarily to entities that sponsor defined benefit plans, defined contribution plans, and other corporate assets. The firm offers both non-discretionary and discretionary investment advisory services, including acting as a co-fiduciary under federal retirement plan rules. Services involve helping clients develop investment policy statements, recommending mutual funds and other investment products managed by third parties, monitoring investment performance, and conducting periodic reviews. The firm also provides consulting on pension plan design, administration, and compliance. Healthcare Community Securities Corp. does not provide direct investment advisory services to retirement plan participants or other natural persons.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.