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

Jon Croft

Jamie Weissman

Todd Levy

Ryan Murphy

Kerrie Chambliss

Bill Pearce

Amit Kakar

The Operations and Management team at The Retirement Plan Company, LLC (TRPC) is responsible for overseeing the end-to-end processes that ensure seamless recordkeeping and administration services for retirement plan sponsors. This team manages business processing, technology implementation, client experience, and compliance to maintain TRPC's commitment to cost-competitiveness and fee transparency. They also drive strategic initiatives, optimize daily operations, and support investment advisors through a robust and flexible service platform to enhance retirement security for plan participants.

Operations and Management

Leadership Team

Finance and Accounting

Operations and Management

About

Team members

Other teams at The Retirement Plan Company, LLC

Leadership Team

Finance and Accounting