Recordkeeping:
The Retirement Plan Company, LLC (TRPC) offers a full suite of services that can be configured to produce optimal solutions for the plan participant, plan sponsor, financial advisor or third party administrator. We employ technology to enhance our ability to create efficiencies in retirement plan administration. Our clients can look forward to fast and reliable information communicated in a manner crafted to save them time and resources.
TRPC offers the following services:
- Daily Account Valuation.
- Daily Transaction Capability.
- 24/7 account access via the Internet and telephone.
- Online Chat Center.
- Toll-Free Call Center for Plan Participant, Plan Sponsor and Service Provider.
- Voice Response Unit in both Spanish and English.
- Browser based remote access assistance.
- Paperless loan processing.
- Paperless distribution processing.
- Automated payroll funding via ACH.
- Participant on-demand Internet reporting.
- Annual compliance testing including ADP/ACP non-discrimination tests, 410(b) coverage, 415 limits, 416 top-heavy determination(optional).
- Online Plan Sponsor Compliance Data Center (optional).
- Signature-ready Form 5500 and other related schedules and forms.
- Summary Annual Report.
- Quarterly Participant statements online and/or printed.
- Quarterly plan level reporting.
- Employer contribution calculations.
- Quarterly Fund Analysis and Fund Performance Reports.
- IRS Form 5307/5300 and related filings, if required.
- Customized client reporting.
- Consulting services.
To learn more detailed information regarding the services offered by The Retirement Plan Company, LLC please contact us.