Mutual Funds:
The Retirement Plan Company, LLC (TRPC) provides an "open architecture" mutual fund trading platform. Our clients are free to select plan investments from a list that includes virtually every traded mutual fund including the very popular Lifestyle Funds as well as investments from multiple fund families. We can work with and support the plan’s financial advisor regardless of the firm that they represent. Please call us to learn more!
TRPC's objective is to work with financial advisors and plan sponsors to craft an investment mix which is most likely to meet the plan’s needs. A plan’s investment mix can be modified as the plan's needs change or as investment results dictate.
To download a fund list in an Excel format click
here.
To download a fund list in PDF format click
here.
Please understand that the fund list is subject to change. To learn more about our platform or to request a current fund list, please contact: sales@trpcweb.com.
Click here for important fund information.
