About Us

Who We Are

TRG is a progressive thinking provider of retirement plan record keeping services to employer sponsored retirement plans of all kinds. Headquartered in Buffalo, NY with sales offices in Atlanta, GA and Dallas, TX, we provide services to hundreds of retirement plans in over thirty states.

Perfect Fit

TRG is successful in this highly competitive environment not because we are the largest nor necessarily the least expensive service provider, but rather because we offer the perfect balance between high-touch customer service, competitive pricing and a high degree of customization to our retirement plan advisors and the sponsors that they serve.

TRG Leadership

We are a team of industry experts that brings decades of excellence in delivering service to advisors, plan sponsors and participants in the retirement plan industry. Just as importantly, they invest their passion and knowledge in helping develop the professional paths of our dedicated associates.

Our Credentials

As a team serving clients nationally, we are proud to support the professional learning and certifications of our staff. Today this includes one or more members with the following credentials:

  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
  • Qualified Plan Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)
Need Assistance?

If you have any questions or concerns we’d love to here from you. You can call us or email us by clicking on the button below.

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!

Mitchell Reiner, CFP®, CIMA®
Capital Investment Advisors

Looking to see what TRG can do for you? We’d love to hear from you.