parTNers in retirement planning

Working together with our financial advisor partners for the benefit of our mutual clients is vital to the success of their retirement plans.

How can we make your job easier?

• Plan Design and Illustrations
• Participate in initial consultations for new plans
• Assist with preparation of plan installation paperwork
• Support with plan benchmarking for existing plans
• Cost comparisons to lower recordkeeping fees
• Support education and enrollment efforts
• Help increase participation
• Assist with incoming rollovers
• Referrals for outside services (ERISA counsel, payroll vendors, etc)

How will your clients benefit from working with TRG?

• Each client is assigned a dedicated plan representative – One point of contact for all their needs.
• Our dedication to clients is second to none.
• Our Team has decades of experience
• Ongoing education is always a priority
• We proactively monitor for potential plan issues
• We offer more than just “regular TPA” services 

Our team stands ready to help you and your clients every step of the way.