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Financial Advisors

Posted Tue, 08/31/2010 - 12:25
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trpcweb

TRPC helps Financial Advisors deliver exceptional retirement plans to their clients by providing the technology and support needed to win and retain business. Today’s retirement plan Advisor has to navigate a rapidly changing and complex environment of investment and regulatory issues as well as deliver high quality, personalized service. At TRPC, we help our Advisor partners deliver great outcomes by combining customer care and state-of-the-art tools. TRPC’s core services include daily trading and recordkeeping and a full suite of Advisor, Sponsor, and Participant support services.

Take a Test Drive

Posted Mon, 08/02/2010 - 14:44
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Financial Advisor Demo Site

Take our site for a test drive and learn why so many advisors choose to partner with TRPC.

Click Here to login to the Financial Advisor Demo Site

Advisor Dashboard

Posted Wed, 07/28/2010 - 10:30
in
eburcham

The Retirement Plan Company has always provided Plan Sponsors and Plan Participants access to their plan information through our set of client web pages. Realizing Financial Advisors needed a more specialized tool to track their services, TRPC developed the Advisor Dashboard, granting advisors even more access to plan information, investments, and models.

Printed Materials

Posted Tue, 07/27/2010 - 13:17
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eburcham

TRPC develops and produces several educational and promotional materials to accompany our various services. We create and print full-color materials in-house, meaning our resources can be easily customized.

Investment Platform

Posted Wed, 04/21/2010 - 14:16
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eburcham

Open Architecture
The Retirement Plan Company's objective is to work with financial advisors and plan sponsors to craft an investment strategy to meet each plan’s needs. TRPC provides an "open architecture" trading platform, allowing our clients to select plan investments from a vast line-up of publically traded mutual funds and exchange traded funds (ETFs).

Take a Test Drive.

Click here for a link to our Advisor Demo Site.

Advisor Login

Access Plan Information, Investments, and Models with the Advisor Dashboard.
Login Now

What Advisors Are Saying:

"TRPC supports our efforts to win new business by preparing consolidated fee proposals that make all plan costs transparent."

"TRPC has an open architecture platform which allows us to select from the full universe of mutual funds, choosing those which we deem to be best-in-class for each particular fund category."

"TRPC is responsive to our queries and to those of our clients."

"TRPC has prompt, reliable and friendly customer service in all departments for participants, sponsors, and brokers."

Request a Proposal

Interested in joining the growing list of Financial Advisors in partnership with TRPC? Click here to contact us for more information.