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.
TruMark Financial offers subsidized medical and prescription benefits to eligible employees. Available plans include an HMO, PPO, and consumer directed high deductible medical plans with a Health Savings Account (HSA) for eligible employees. Additional benefits include dental, vision, life insurance, short-term and long-term disability benefits. TruMark Financial also offers Flexible Spending Accounts (FSA) for eligible employees to set aside pre-tax dollars for out-of-pocket health care, dependent care or commuter expenses.
Employees have access to discounts on entertainment, electronics, shopping, local attractions, commuter packages, vacation plans, and more.
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 and its employees celebrate one another through a variety of systems set up to make sure a job well done is recognized. Employees have the opportunity to award one another for things that matter, fostering an environment of teamwork and inclusion.
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