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.  Our 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.

TRPC’s “open architecture” recordkeeping 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.

TRPC is exceptionally cost-competitive, which helps employees accumulate 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 provides daily valuation recordkeeping services to over 1,000 retirement plans with approximately 46,000 participant balances and $3 billion in plan assets.

Retirement

The Retirement Plan Company, LLC

Patrick Hale

Pankaj Paliwal

Mike Bissett

Kathy McKennon

Jonathan Rollins

Mohit Sharma

Bhuvnesh Varshney

Clement Roy

Pamela Mayer

Gary L. S.

Jamie Weissman

Todd Levy

Ryan Murphy

Kerrie Chambliss

Jon Croft

Bill Pearce

Amit Kakar

The Analysts Team at The Retirement Plan Company, LLC (TRPC) is responsible for gathering, interpreting, and leveraging data to optimize retirement plan operations and services. This includes analyzing 401(k) plans, enhancing electronic data interchange processes, providing technical support, and offering business insights to improve plan management and outcomes. Their work ensures that TRPC’s services remain efficient, responsive, and aligned with clients’ retirement goals.

Analysts Team

Operations and Management

Leadership Team

Finance and Accounting

Analysts Team

About

Team members