We Want To Partner With You
To a large degree, TRG’s success is a result of our strong relationships with Third-Party Administrators across the country. And while we do provide compliance services to some of the plans that we service, unlike other “full-service” open-architecture recordkeepers, we openly welcome and support “recordkeeping-only” referrals from our TPA network. In fact, these referrals represent a significant portion of our growth.
Who we are helps us to better understand what you do.
We understand the ins and outs of compliance services so we appreciate the complexities and challenges of servicing your clients. As a result, that makes us a better recordkeeping partner. We’ve designed our TPA Partner program to offer services that we believe will help you to grow and retain your client base.
Features & Resources
Here are some of the features that make us a recordkeeper we hope you’ll consider partnering with.
Pure Open Architecture
Multiple Distribution & Loan Processing Options
Are you a “hands-on” TPA or do you prefer to limit your services to strictly compliance and testing? Either way, we offer distribution and loan processing options that fit your practice.
- Paperless loans and distributions using participant e-signatures.
- Online loan and distribution processing with TPA oversight.
- Use your own forms
Customized Participant Experience
- Enrollment Support
- Multiple Financial Wellness Options
- Access to 3(38) managed accounts
- Multiple resources to assist participants in managing their investments
- Sophisticated retirement planning tools
Sales & Marketing Support
Our internal sales team will assist you in your efforts to market your services to advisors and plan sponsors.
Are You Frustrated With Your Current Open-Architecture Recordkeeper Relationships?
We would appreciate the opportunity to talk with you to see how you can take advantage of our innovative recordkeeping and retirement plan package.