Financial Advisors

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.

Successful Advisors
The most successful Advisors have the experience and insight to serve retirement plan accounts better than the competition. TRPC has found these Advisors maintain a set of best practices, allowing them to stay ahead in their industry. Successful advisors:

• Have a comprehensive vision of the “best” plan
• Continually perfect their message and deliver it to clients and prospects
• Rigorously market their services
• Have a recordkeeping parther who understands their vision and has the tools to deliver what the advisor imagines

TRPC aids Advisors in these best practices with our set of Advisor tools, efficient processes, marketing support, and customer service center.

Open Architecture
TRPC is a true open architecture investment platform. Substatantially every mutual fund and ETF is available for trading.

• TRPC does not demand payment from investment companies.
• Advisors can select the best investment product for their clients.
• The most appropriate share class is available.

Advisor Partners Benefit From

• Our comprehensive proposal
• TRPC’s Plan Implementation Process
• Technology and tools for managing portfolios and models
• Customized reporting
• TRPC’s billing administration
• Participant enrollment and education materials and resources

With TRPC You Will:

• Strengthen client loyalty by servicing all of your clients’ retirement needs.
• Be able to pursue greater cross-selling opportunities.