A helping hand
with future needs
You also can turn to TruMark Financial for accounts you may need to manage for other people including custodial accounts, trust accounts, estate accounts, and restricted burial accounts. Visit your local branch to open an account.
Allowable under the Pennsylvania Uniform Gift to Minors Act, a custodial account allows parents or other interested parties to give a gift of money to a minor without the need of a court-appointed guardian. A custodial account is listed under the minor’s name and Social Security Number and:
Consider a tentative trust account with TruMark Financial for funds you want to leave to a beneficiary. You’ll retain full rights and access to the account while you’re living. A TruMark Financial trust account also allows you to:
If you’re the legally-appointed executor of an estate, an estate account at TruMark Financial may help you handle the financial matters of the deceased person. This type of account offers:
A restricted burial account can be established for members receiving state aid for nursing home care. These funds, set aside in a frozen account for the sole purpose of burial expenses, cannot be seized by the state. The interest on this account is compounded and posted monthly.
Employees are able to participate in TruMark Financial’s 401(k) plan with Principal Financial Group. The plan offers both pre-tax and after-tax Roth contributions as well as a matching employer contribution.
We are pleased to provide a comprehensive employee benefits program designed to keep employees healthy and provide protection in case of serious illness, disability or loss of life. Benefits available to eligible employees include:
In addition to a comprehensive benefits package, TruMark Financial focuses on their team members’ work-life balance through amazing employee perks. These includes access to discounted financial services, entertainment, shopping, travel, electronics, and so much more contributing to our well-being.
TruMark Financial recognizes employees have diverse needs for time off from work and provides the Paid Time Off policy to meet your needs. This benefit promotes a flexible approach to time off. TruMark Financial also provides time off for over 11 different federally recognized holidays annually.
TruMark Financials’ tuition reimbursement program provides encouragement and financial assistance to eligible full-time employees who wish to further their education by completing business-related courses or working towards a degree. The program includes business-oriented seminars, skill-improvement courses and degree-required courses at accredited institutions.
TruMark Financial is dedicated to helping the communities we serve. Employees are encouraged to participate in local volunteer opportunities. As an added benefit, TruMark Financial employees are able to trade up to 8 hours of community service each year for paid time off.
Throughout the year, TruMark Financial celebrates success in a variety of ways to ensure recognition of its employees. In addition, employees are also able to award one another for making a difference. This includes fostering an environment of inclusion, connection, and belonging.
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