Advisors:

Financial Professionals --- Advisors, Independent Brokers, Lawyers, Registered Investment Advisors, Banking Professionals, Tax Advisors, CPAs...

As a financial professional, you want what is best for your clients. As their trusted advisor you need to be ready to help them with all their financial needs, particularly when it comes to something as important and complex as their retirement plan.

Partnering with a quality retirement plan platform, featuring industry leading integrated technology, recordkeeping and investment services, will help you accomplish your goals.

Grow your bottom line by teaming with the power of TRPC, among the nation's leading independent retirement platforms. TRPC is dedicated to meeting the needs of financial intermediaries and retirement plan professionals who are dedicated to servicing their clients.

The 401(k) Industry's Most Complete Group of Services

At TRPC, we understand how much your role is changing. Today, more than ever, individuals and businesses demand a full range of retirement and financial services and solutions. The last thing you need is another "product".

We've accomplished this by expanding our mutual fund platform to close to 1,000 funds, with the advantages of customizable plan features, and through the consulting and compliance support of local independent TPAs that are normally associated with unbundled solutions.

TRPC has the proven ability to seamlessly integrate our robust platform with your local TPAs, enabling you to offer plan sponsors the flexibility and expertise of an "unbundled product" normally only available to larger plan sponsors, along with the simplicity of a bundled product.

TRPC and its alliance partners can help you evaluate a selection of TPAs who will be able to offer your clients customized plan design and ERISA compliance expertise, in combination with plan and participant recordkeeping, service, and trust and trading functions.

Benefits for you ...

When you choose TRPC as your partner, you will be able to:

• Strengthen client loyalty by being able to service all of your clients' retirement needs.
• Pursue cross-selling opportunities.
• Access Plan Sponsor and Participant Websites (with your clients' approval) to obtain up-to-date, client-specific information at your fingertips.

Benefits for your TPA partners …

TRPC delivers more of what TPAs really need, including:

• Administration: low-cost recordkeeping, workflow management tools, cost-effective IT.
• Marketing: advisor integration, Web front-ends for sponsors, participants and advisors.
• Participants: value-added services like open investment platform, 24/7 access to account information and comprehensive investment advice tools.

Benefits for your clients ...

• Affordable technology, administrative and service platform.
• Comprehensive enrollment and education services.
• Access to an exceedingly broad selection of mutual funds.
• Outstanding service.