Retirement Plan Consulting
Retirement Plan Consulting
As companies move towards designing more competitive benefits packages, employers are finding themselves immersed in a confusing world of complex regulations and financial requirements. Finding the right partner can make all the difference. At TRG Advisors, retirement planning is our primary language and we see it as our job to deliver companies from confusion to comfort. In other words, we do what we do best, so that you can do what you do best.
From strategic design to employee experience, we partner with you to build a retirement program that is customized for you and your employees. We offer a broad range of services and flexible solutions to accommodate companies of all sizes. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices.
At the core of our service is a desire to engage individuals in their retirement journey and to help them retire on their own terms through the company sponsored retirement plan. To that end, we have developed a highly engaging employee experience that is motivational, educational and rewarding to participants. Our goal is to help employees better understand their retirement plan and realize the benefits, translating to increased participation and contribution rates.
Plan Level Services
We begin every engagement with a careful review of your existing plan. This includes a comprehensive review of all providers, services and fees associated with the retirement plan. Following this initial analysis, recommendations and implementation of best practices, TRG Advisors provides ongoing supervision of the plan including:
- Regular review of the plan’s Investment Policy Statement (IPS)
- Selection of an appropriate, diversified, best-in-class investment menu
- Continuous monitoring and detailed quarterly reporting of investment performance
- Annual review and fee benchmarking with plan sponsor and investment committee
- Optimize the retirement plan to minimize fiduciary liability and reduce the daily operational burden
- Employee education and financial wellness program
Participant Level Services
In addition to managing fiduciary risk of the organization and its fiduciaries, TRG works with employees to increase participation, contribution rates and ultimately reach their desired retirement outcome. To that end, we offer participants a range of resources including:
- Customized financial wellness and education program, equipped with:
- Quarterly economic and market updates
- Financial wellness information
- Topical financial news
- Group education seminars
- One-on-one financial advice to participant
Independent Partner
At TRG Advisors, we pride ourselves on transparency and independence. After all, we know that trust is the most valuable service we can offer our clients. TRG Advisors is not affiliated with any investment or insurance company, which means that there is never any incentive for us to favor one investment product or provider over another. Likewise, our clients always know exactly what we charge for our services and who pays for our service fees.
