A superior retirement plan can help attract and retain talented employees by promoting an employer’s commitment to helping their people achieve long term financial security. TRPC supports Plan Sponsors and Financial Advisors with professional tools, platforms, service, and consulting expertise to create and manage customized retirement plans and benefits packages. TRPC’s model is that of a team working to help Plan Participants build wealth for retirement. We contribute technology and professional resources to positively impact the outcomes employees seek.
- Investment Choices
- Working with TRPC and Your Financial Advisor
- Fiduciary Services
- Participant Education
- Participant Access and Support
- Plan Sponsor and Investment Advisor Access
Successful retirement plans address the unique needs of an employee group and are responsive to the Plan Sponsor’s vision and budget. A myriad of investments with differing attributes are available to respond to those needs. TRPC’s true open architecture investment platform delivers a universe of mutual funds, ETFs, collective trusts, target date funds, investment models (comprised of mutual funds and/or ETFs), directed brokerage accounts, and more. As important as we believe the openness of the platform to be, it’s equally important to support it with a robust, integrated set of technologies to manage the trading and reporting needs advisors and sponsors needs. At TPRC, we continuously invest in the technologies, people and processes that support this work.
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Working With TRPC and Your Financial Advisor
TRPC works with you and your Financial Advisor to produce the right investment solution. With our broad industry relationships and product offerings, we have the ability to work with most Registered Investment Advisors (RIAs) and traditional brokers affiliated with the majority of broker dealers.
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TRPC is able to serve as a plan fiduciary when Financial Advisors are unable to provide that service. In addition, TRPC can support you and the plan’s Financial Advisor through the use of our fiduciary reporting tools to provide useful investment oversight information. Our standard reporting to the Plan Sponsor includes benchmarking reports comparing fund performance and data points of the funds to the Morningstar data. Standard reports include:
- Fund Performance Report
- Fund Statistics Report
- Executive Summary Report that provides an overview of plan activity, plus an in depth view of participant demographics and plan usage.
Other fiduciary tools available from TRPC include an Investment Policy Statement and Mutual Fund Scorecards that report how the plan’s investments have performed relative to the criteria for use established by the Investment Committee and the plan’s investment advisor.
Understanding the importance of preparing for the future is a critical motivating factor as we work to encourage Plan Participants to take maximum advantage of the wealth building opportunities available to them. TRPC offers comprehensive education materials to help Participants understand how to use their company retirement plan to achieve greater financial security. TRPC is also available to present employee education sessions on site and through WebEx sessions.
Printed Education and Enrollment Materials
All enrollment materials are created in-house and are customized for each plan.
A value added feature of TRPC’s service is that we automatically deliver education and enrollment materials for newly eligible employees approximately 30 days prior to their scheduled entry date.
Online Access
TRPC provides many online resources for Plan Participants. Included on our Participant Web pages are:
- Account balance information
- Details of transaction activity
- Links to Morningstar resources
- Links to fund prospectus information
- Individual rate-of-return calculations
- Investment Education Resource Center
- Financial Calculators
Participant Access and Support
Participant education and online tools are great resources, but when Plan Participants have questions or simply want to confirm transactions entered via the web, TRPC offers many ways to ask for help.
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- The web page is intuitive and includes additional pointers and reminders.
- Our toll-free support line offers help in both English and Spanish.
- Many participants enjoy using our online chat support.
- Log-Me-In Rescue allows us to view, with their permission, the caller’s computer screen to see exactly what he or she is viewing, making it easy to quickly respond to their needs.
Plan Sponsor and Investment Advisor Access
Plan Sponsors and Financial Advisors have access to robust web tools that make plan management much easier. Online tools display information about plan activity, compliance, investments, plan demographics, and Participant usage. A wealth of information is available 24 hours a day by simply logging in to your account.
Some of the available reports include:
Plan Summary Information allows you to quickly access year to date information on plan activities such as contributions, distributions, and exchanges.
Access to Participant Account Information gives you the ability to act and transact on behalf of an employee lacking Internet access.
Current Mutual Fund Price and Performance Information keeps you updated on your plan’s investments.
Payroll and Census Integration Capabilities make it easy to upload demographic changes and plan contribution files.
Customized Plan Sponsor Reporting provides you with on-demand reporting capabilities.
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