Reminder: the 2017 deadline to set up a new safe harbor 401(k) plan is October 1st

It’s no secret that including a safe harbor contribution provision in a 401(k) plan enables the employer’s owners and highly-compensated employees (HCEs) to maximize their annual salary deferral contributions. Equally important, by include a safe harbor provision, the plan avoids the possibility of corrective taxable refunds that might otherwise...

A Better Way For Employees To Participate In Your Retirement Plan

Our mission is to provide your employees with the education, tools, and inspiration to achieve a financially-secure retirement. To achieve this, we provide them with comprehensive printed enrollment  materials, investment research tools, retirement income calculators, and planning software. And we’re pleased to announce that this coming September...

An Update On How Our New Ownership Helps Us Work For You

TRPC is pleased to announce that our website and communications have been updated to reflect our new branding as a member of the USRP group of companies. The rebranding follows last April’s announced merger of TRPC with U.S. Retirement Partners (USRP). Another important announcement is that in the coming weeks and months, TRPC will introduce two...

Going Digital

How much of your life happens online—75 percent? 90? With cell phones in our pockets and tablets next to our beds, we’re all leading electronic lives, with the expectation that when we want or need information, we’ll find it almost immediately. And retirement plan information is no different. Do you Want All your retirement plan information...

Trump Admin. Instructs DOL to Examine Fiduciary Rule

This past Friday afternoon, February 3rd, the Trump administration released a memorandum instructing the Department of Labor (DOL) to “examine the Fiduciary Duty Rule to determine whether it may adversely affect the ability of Americans to gain access to retirement information and financial advice.” The “Fiduciary Rule” – which expands the...

February Newsletter

Our February Newsletter, “Dealing with Uncashed Distribution Checks and Missing Participants”, discusses different ways to locate missing participants, options that exist if participants cannot be found, and steps that can be taken to reduce the occurrence of missing participants and uncashed checks. The newsletter can be viewed...