Not all open-architecture recordkeepers are created equal.
Need help finding a right retirement plan solution that fits your needs? Fill out a Proposal Request and we’ll help you make it happen.
Features
Pure Open Architecture
Thousands of mutual funds, ETFs, Collectives, Boutique Managed Portfolios and Advisor-Managed Models.
Fee Transparency
Nothing’s hidden which makes it easier for Plan Fiduciaries to better fulfill their responsibilities to plan participants.
Personalized Service
Plan Sponsors are assigned a dedicated Relationship Manager. They will work closely with you to guide you toward the best solutions.
Our Team
Jeff AtwellSenior Plan Consultant
Jeff brings a tremendous wealth of knowledge in the areas of third-party administration, plan design and fiduciary compliance and has built a successful career sharing his accumulated knowledge with broker/dealers, financial advisors and plan sponsors around the country.
Jonathan DugganPrincipal
Jonathan is one of the founders of TRG and has over 15 years of experience in the financial services industry. Jonathan is responsible for strategic sales planning and he also supports a select group of plan advisors and their plan clients.
Candi ChapmanPresident - TRG Administrative Services
Candi is one of the founders of TRG Administrative Services and has over thirty years of experience administering Qualified Retirement Plans.
Joe ZdarskyPrincipal
Joe is one of the founders of TRG and has over 18 years of experience in the financial services industry. Joe is a highly regarded plan design specialist who works with sponsors and advisors throughout the length of the process.
Ken NewardPrincipal
Ken is one of the founders of TRG and has over 30 years of experience in the financial services industry. Ken is actively involved in all aspects of the day-to-day operations of Touchstone and supports several key advisor and client relationships.
Paul DugganPrincipal
Paul is one of the founders of TRG and has over 35 years of experience in the financial services industry. Paul runs a very successful financial planning practice helping other successful individuals with their investment and tax planning needs.
Meet other Key Members of our Team
Our team is made up by industry veterans and young innovators alike. We foster an environment that prioritizes working closely with Advisors, as well as Employers, to find plans that make the most sense for you.
Participants Are not up to Speed on their 401(k) Options*
43%
66%
76%
24%
*Based on: Fisher’s 401(k) Quiz
Testimonials
See what people are saying about us. Working closely with our clients is our top priority.
Debbie Hengst, PHR, SHRM-CP UBMD Family Medicine
TRG has been a key partner in the UBMD Family Medicine 401k plan for over 12 years, providing assistance with fiduciary and investment services. The TRG team has always provided us with excellent advice, guidance and customer service. Any one of them will make themselves available to you whenever needed. We are very thankful for their help and support!
Dominick Tavella Diversified Private Wealth Advisors
Touchstone has been a key player as we’ve grown our retirement plan business. The flexibility of their service model and their attention to client service is what make them stand apart from so many other providers.
Mitchell Reiner, CFP®, CIMA®Capital Investment Advisors
TRG has been a partner for our executive leadership team making the process of switching, merging and eventually managing our 401K seamless and easy. Service to our team has been off the charts. Partnership and support has been unparalleled. Thank you, all!
Let's Get in Touch!
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