xichang1xichang1 For TPAs – Touchstone Retirement

For TPAs

We Want To Partner With You

To a large degree, TRG’s success is a result of our strong relationships with Third-Party Administrators across the country. And while we do provide compliance services to some of the plans that we service, unlike other “full-service” open-architecture recordkeepers, we openly welcome and support “recordkeeping-only” referrals from our TPA network.  In fact, these referrals represent a significant portion of our growth.

Who we are helps us to better understand what you do.

We understand the ins and outs of compliance services so we appreciate the complexities and challenges of servicing your clients.  As a result, that makes us a better recordkeeping partner.  We’ve designed our TPA Partner program to offer services that we believe will help you to grow and retain your client base.

Features & Resources

Here are some of the features that make us a recordkeeper we hope you’ll consider partnering with.

Pure Open Architecture
Thousands of mutual funds, ETFs, Collectives, Boutique Managed Portfolios and Advisor-Managed Models, all with no proprietary or revenue incentives.  Your valued financial advisors will appreciate our investment flexibility.
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Fee Transparency
Nothing’s hidden which makes it easier for Plan Fiduciaries to better fulfill their responsibilities to their participants.
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Multiple Distribution & Loan Processing Options

Are you a “hands-on” TPA or do you prefer to limit your services to strictly compliance and testing?  Either way, we offer distribution and loan processing options that fit your practice.

  • Paperless loans and distributions using participant e-signatures.
  • Online loan and distribution processing with TPA oversight.
  • Use your own forms
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Customized Participant Experience
  • Enrollment Support
  • Multiple Financial Wellness Options
  • Access to 3(38) managed accounts
  • Multiple resources to assist participants in managing their investments
  • Sophisticated retirement planning tools
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Custom Reporting
In addition to a host of standard “on-demand” reports (you select the reporting time period and for some, either “trade” or “effective” date), we can generate just about any custom report that you might need.
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Sales & Marketing Support

Our internal sales team will assist you in your efforts to market your services to advisors and plan sponsors.

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Are You Frustrated With Your Current Open-Architecture Recordkeeper Relationships?

We would appreciate the opportunity to talk with you to see how you can take advantage of our innovative recordkeeping and retirement plan package.

Need Assistance?

If you have any questions or concerns we’d love to here from you. You can call us or email us by clicking on the button below.

TRG has been a partner for our executive leadership team making the process of switching, merging and eventually managing our 401K seamless and easy. Service to our team has been off the charts. Partnership and support has been unparalleled. Thank you, all!

Mitchell Reiner, CFP®, CIMA®
Capital Investment Advisors

Looking to see what TRG can do for you? We’d love to hear from you.