TRGF was one of the first to register pooled employer plans with the Department of Labor and is the white label pooled plan provider for several prominent PEPs.
Learn how the PEP allows you to get new clients, retain existing clients, and increase client satisfaction unlike any other 401(k) product.Learn more about PEP for Financial Advisors
Jeff is the definition of professionalism and experience in the retirement plan industry. He brings a tremendous wealth of knowledge in the areas of third-party administration, plan design and fiduciary compliance and has built a successful career sharing his accumulated knowledge with broker/dealers, financial advisors and plan sponsors around the country. Jeff owns the Registered Fiduciary (RF) certification which identifies him as having achieved pertinent educational qualifications, licenses and acquired skills required of a competent fiduciary. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC and is an active member of the American Retirement Association (ARA) and The Center for Fiduciary Studies, (fi360).
Joe is a highly regarded ERISA plan design specialist with over 20 years of experience in the qualified plan industry. His technical expertise is a critical component of TRGF's annual compliance assessments.
Jonathan is responsible for strategic sales planning and marketing. He works with Plan Sponsors, Third-Party Administrators and Financial Advisors who are looking to engage the services of TRGF.
Krista'as years of accounting and Human Resource experience have translated well to her role of working with Plan Sponsors and Plan Participants on daily plan governance tasks and responsibilities.
Learn how the outsourcing fiduciary liability allows you to retain existing clients and increase client satisfaction quickly and easily.Learn more about Outsourcing Fiduciary Liability
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