Recordkeeping and More: Advanced Services to Meet Your Needs

The Retirement Plan Company creates wealth building opportunities for retirement Plan Participants through unparalleled investment choice, insightful reporting, competitive fees, and outstanding client care.

We view technology as an enabler of first class customer service. Building and maintaining client relationships through personal communication and live interaction with our customers is our priority. Using technology as our resource, we uphold our mission to anticipate your needs.

TRPC offers advanced service solutions to meet your needs:

Retirement Plan Services:

• Daily account valuation
• Daily transaction capability
• 24/7 account access via the Internet and telephone
• Online chat center
• Toll-free call center for Plan Participant, Plan Sponsor and Service Provider (English
  and Spanish)
• Browser based remote access assistance
• Paperless loan and distribution processing
• Automated payroll funding via ACH
• On-demand Internet reporting
• Annual compliance testing
• Signature-ready Form 5500 and other related schedules and forms
• Summary annual report
• Quarterly Participant statements
• Enrollment booklets and materials

Flexible Spending Account Services:

• Annual plan review and consultation
• Complimentary Participant education
• Complimentary online enrollment
• Single login for 401(k) and 125 services
• Debit cards
• Online claim submission
• Claims administration and review
• Recordkeeping of Participant accounts
• Discrimination testing
• Marketing materials

TPA Support Services:

• Government compliance outsourcing through our Compliance Data Center

Plus, much more. Just ask!