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.

Fee Transparency

Nothing’s hidden which makes it easier for Plan Fiduciaries to better fulfill their responsibilities to plan participants.

Personalized Service

Plan Sponsors are assigned a dedicated Relationship Manager. They will work closely with you to guide you toward the best solutions.

Our Team


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.

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Michael FarberVP of Retirement Sales

In his role as Vice President of Retirement Sales, Mike partners with Financial Advisors and Third-Party Administrators around the country to find creative and innovative ways to help them grow & retain their retirement plan business. Mike has 10+ years of experience in the retirement plan market.


Jonathan DugganPrincipal

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.

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Joe ZdarskyPrincipal

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.

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Ken NewardPrincipal

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.

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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.


Paul DugganPrincipal

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.

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.

Let's Get in Touch!

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