Who We Are
TRG is a progressive thinking provider of retirement plan record keeping services to employer sponsored retirement plans of all kinds. Headquartered in Buffalo, NY with sales offices in Atlanta, GA and Dallas, TX, we provide services to hundreds of retirement plans in over thirty states
TRG is successful in this highly competitive environment not because we are the largest nor necessarily the least expensive service provider, but rather because we offer the perfect balance between high-touch customer service, competitive pricing and a high degree of customization to our retirement plan advisors and the sponsors that they serve.
We are a team of industry experts that brings decades of excellence in delivering service to advisors, plan sponsors and participants in the retirement plan industry. Just as importantly, they invest their passion and knowledge in helping develop the professional paths of our dedicated associates.
As a team serving clients nationally, we are proud to support the professional learning and certifications of our staff. Today this includes one or more members with the following credentials:
- Member, American Society of Pension Professionals and Actuaries (ASPPA)
- Qualified Plan Administrator (QPA)
- Qualified 401(k) Administrator (QKA)