Team

JeffAtwell_web

Jeff Atwell, CPFA, CkP, GFS, AIF, RF, PRP, REBC, CLUSenior Plan Consultant

Jeff is the definition of professionalism and experience in the retirement plan industry. He 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. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC. Contact Jeff if you are interested in finding out more about all that TRG can do to support your retirement plan book of business.

JonathanGuddan_web

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 retirement plan advisors and their qualified plan clients.

JoeZdarsky_web

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 qualified plan design specialist who works with sponsors and advisors beginning with pre-proposal design consultation all the way through the annual compliance and administration of the plan.

KenNeward_web

Ken Neward, CLU, ChFC Principal

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 TRG and supports several key advisor and client relationships.

PaulDuggan_web

Paul Duggan, CFP® Principal

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.

DebraFrailey_web

Debra FraileySenior Relationship Manager

Debra has over twelve years of experience working with employer sponsored qualified plans and she has extensive knowledge of all aspects of qualified retirement plans and the regulations governing them. She received her degree from Maria Regina College in Syracuse. She has designations from the American Society of Pension Professionals & Actuaries (ASPPA) of QKA, ESOP, QPFC and TGPC.
Debra’s primary responsibility is to be the single point of contact for her client relationships in addition to overseeing the highly technical aspects of government required compliance services for her plans.

ShannaAlvey_web

Shanna AlveySenior Relationship Manager

Shanna has over twelve years of experience working with employer sponsored qualified plans and she has extensive knowledge of all aspects of qualified retirement plans and the regulations governing them.  She holds a Bachelor of Science degree from the University of South Alabama with a concentration in Finance.
Shanna’s primary responsibility is to be the single point of contact for her client relationships in addition to overseeing the highly technical aspects of government required compliance services for her plans.

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 supported the Hanes Supply Inc. 401K plan for the last seven years. The service provided by TRG is world class. When it comes to the administration, recordkeeping for the plan and their year-end compliance, TRG’s annual plan audit always run smoothly. They are always there to answer any question that an associate may have and their web site is very informative and easy to use. Hanes Supply looks forward to working with TRG in the future.

Keith Anterline
Hanes Supply, Inc.

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