Not all open-architecture recordkeepers are created equal.
TRG offers innovative and flexible retirement solutions tailored to the needs of employers and their employees.
Need help finding a right retirement plan solution that fits your needs? Fill out a Proposal Request and we’ll help you make it happen.
Pure Open Architecture
Thousands of mutual funds, ETFs, Collectives, Boutique Managed Portfolios and Advisor-Managed Models.
Nothing’s hidden which makes it easier for Plan Fiduciaries to better fulfill their responsibilities to plan participants.
Plan Sponsors are assigned a dedicated Relationship Manager. They will work closely with you to guide you toward the best solutions.
Jeff AtwellSenior Plan Consultant
Jeff brings a tremendous wealth of knowledge in the areas of third-party administration, plan design and fiduciary compliance and has built a successful career sharing his accumulated knowledge with broker/dealers, financial advisors and plan sponsors around the country.
Joe is one of the founders of TRG and has over 18 years of experience in the financial services industry. Joe is a highly regarded plan design specialist who works with sponsors and advisors throughout the length of the process.
Ken is one of the founders of TRG and has over 30 years of experience in the financial services industry. Ken is actively involved in all aspects of the day-to-day operations of Touchstone and supports several key advisor and client relationships.
Jonathan is one of the founders of TRG and has over 15 years of experience in the financial services industry. Jonathan is responsible for strategic sales planning and he also supports a select group of plan advisors and their plan clients.
Paul is one of the founders of TRG and has over 35 years of experience in the financial services industry. Paul runs a very successful financial planning practice helping other successful individuals with their investment and tax planning needs.
Candi ChapmanPresident - TRG Administrative Services
Candi is one of the founders of TRG Administrative Services and has over thirty years of experience administering Qualified Retirement Plans.
Meet other Key Members of our Team
Our team is made up by industry veterans and young innovators alike. We foster an environment that prioritizes working closely with Advisors, as well as Employers, to find plans that make the most sense for you.
Participants Are not up to Speed on their 401(k) Options*
Don’t know how much they should be saving
Not confident in selecting investments
Don’t even know what a mutual fund is
Can’t remember how they invested in their 401(k) plan
See what people are saying about us. Working closely with our clients is our top priority.
Keith AnterlineHanes Supply Inc
The service provided by TRG is world class. When it comes to the administration, record keeping for the plan and their year-end compliance, TRG’s annual plan audit always run smoothly.
Dominick Tavella Diversified Private Wealth Advisors
TRG has made the hopes of expanding our 401(k) practice a dream come true. Their thorough, organized, and hands-on approach to doing business together has been nothing short of amazing.
Mitchell Reiner, CFP®, CIMA®Capital Investment Advisors
Working with TRG has significantly changed our 401(k) capabilities as a retirement plan advisory firm. We have grown into a cohesive unit, our transition team and TRG’s.