Advisory Services

We're not just in the business of keeping records. We're in the business of keeping customers.

We believe it takes more than new technology and efficient recordkeeping processes to provide excellent retirement plan support. Support is much more than performing daily operations and other tasks and quality service requires communication, engagement, and a personal touch.

We Know How to Support Advisors

We’re not just computers spitting out reports and spreadsheets, we’re a team of qualified people working together to deliver assurance and peace of mind when it comes to the retirement plans you service. We provide a high-touch experience in a high-tech age. We know there are other recordkeeping companies that can provide you with the day to day assistance you need to manage your clients’ accounts, but when it comes to putting customers first, no one in the industry prioritizes like TRPC.

We anticipate your needs by continuously enhancing our approach to plan design, review, analysis tools, investment selection, and reporting. Our open architecture platform accommodates a very broad array of mutual fund and exchange traded fund (ETF) investments. We also support collective trusts, investment models, and other arrangements.

We Work With Your Local TPAs

We have designed our systems and processes to make it possible for you to take advantage of consulting and compliance support of local independent TPAs that are normally associated with unbundled solutions.

TRPC has the proven ability to seamlessly integrate our robust platform with your local TPA's, enabling you to offer plan sponsors the flexibility and expertise of an "unbundled product" normally only available to larger plan sponsors, along with the simplicity of a bundled product.

The Value in Daily Valuation

Open Architecture: We customize plans to include a combination of mutual funds, collective trusts, and exchange-traded funds (ETF) and can maintain advisor-created models or self-directed brokerage accounts.

Easy to Use Technology: Tracking your clients’ progress is simple. Access plan sponsor and participant web sites and obtain up to date information. With your clients’ records available 24 hours a day, you will always be able to service their retirement needs.

Valuable Resources: The average investor isn’t familiar with many aspects of retirement planning that are second nature to those of us in the industry. Many find the process of saving for retirement confusing, never fully understanding how to maximize their retirement opportunities. We work with our advisors to develop educational materials to help participants understand and participate more fully in their futures. Resources include comprehensive enrollment materials, educational materials, and platform and fund descriptions.

Participant Customer Support: When participants need us the most, we are on the line. Contact is made easy through our Live Chat feature on the Web or via our dedicated toll-free number.

Cross-Selling Opportunities