The Retirement Plan Company, LLC (TRPC)

The Retirement Plan Company, LLC (TRPC) provides recordkeeping and administration services for retirement plan sponsors, and support services for investment advisors and third-party administrators. Headquartered in Nashville, TN and with regional offices in Dayton, OH and Greenville, SC, TRPC maintains a national presence through an extensive network of financial advisor and TPA partners. TRPC’s “open architecture” recordkeeping and investment platform offers unparalleled investment choice, allowing the plan to select from a universe of mutual funds and ETFs that is virtually unlimited. Our intuitive web interface enables the employer and its investment advisor to manage the ongoing operation of the plan, and empowers employees to manage their plan investments to maximize retirement savings. TRPC’s service offerings range from fully-bundled solutions to unbundled arrangements, giving employers the flexibility to build a retirement program best suited to the needs of the business and its employees. Under a “bundled” arrangement, TRPC will serve as both daily valuation recordkeeper and third-party administrator (TPA). An “unbundled” arrangement consists of either 1) TRPC serving as daily valuation recordkeeper, with administration services being provided by a TPA local to the employer, or 2) TRPC serving as TPA, with investments and recordkeeping services delivered by another provider. Among the broad range of consulting and compliance services offered by TRPC are defined benefit/actuarial services. Defined benefit plans (including cash balance plans) may be administered by TRPC either on a stand-alone basis, or in conjunction with a defined contribution plan as part of a DB/DC combination plan arrangement. TRPC is exceptionally cost-competitive, which helps employees build wealth and prepare for retirement. We have long embraced fee transparency as an essential element to our clients fulfilling their fiduciary responsibilities, and view industry fee disclosure requirements as an important factor in promoting retirement security for retirement plan participants. TRPC’s staff of accountants, attorneys, actuaries, consultants, and administrators collectively understands the challenges faced by employers and their advisors in successfully maintaining an employer-sponsored retirement plan. In an industry with an ever-changing regulatory landscape and countless service providers, TRPC helps cut through the clutter by working with employers, investment professionals, and TPAs to develop and support retirement plan solutions that satisfy a wide range of needs. TRPC provides daily valuation recordkeeping services to over 900 retirement plans with approximately 45,000 participant balances and $2.5 billion in plan assets. In addition, between “bundled” plans on our daily valuation recordkeeping platform and “unbundled” plans for which the plan uses another investment provider, TRPC serves as TPA for over 1,100 retirement plans.

Address: 1620 Westgate Circle, Suite 170, Brentwood, Tennessee 37027, USA

Phone: +1 888 673 5440/+1 615 986 5500
FAX: +1 888 500 7111