Decrease your 401(k) Risk and Administrative Burden

We offer a suite of products and services to help simplify your life as a 401(k) plan sponsor

How can we help?

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Pooled Employer Plans

The PEP is the world’s simplest all-in-one retirement plan solution for employers.

It decreases risk, reduces workload, and eliminates your annual audit.
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Plan Fiducary Services

Dramatically reduce the risk of your current plan by employing TRGF as your named plan fiduciary.

Outsource all of the fiduciary responsibility that the regulations allow..
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About TRGF

As part of the Touchstone Retirement Group of companies, TRGF sets the standard for outsourced fiduciary services by offering uniquely comprehensive ERISA 3(16) and ERISA 402(a) solutions. 

We take on as much of your risk and responsibility of sponsoring a retirement plan as is allowed under the regulations.
Interested in learning more?

Have our team send you a customized proposal.

Introducing the

PEP

(Pooled Employer Plan)The world’s most simple all-in-one retirement plan solution for employers
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Decreased Risk
The PEP allows you to outsource almost all of your fiduciary risk and responsibility to a Pooled Plan Provider (PPP), whose job it is to make sure the plan operates correctly.Learn More
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Reduced Work Load
Fielding employee questions, filling annual paperwork, and distributing participant disclosures are now a thing of the past.Learn More
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White Glove Service
No more wondering who to call. Have a question? Your PPP’s dedicated relationship manager is there to handle all of your questions and concerns.Learn More
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Say Goodbye to Independent Audits
If you have more than 100 employees, you’ll no longer be required to pay for or complete an annual independent audit.Learn More
TRGF is a market leader for PEP plans in the United States

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.

What is the PEP?Jonathan Duggan
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Why does the PEP matter?Jonathan Duggan
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Are you a Financial Advisor?

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
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Meet our Team

Get to know our team of retirement plan experts who work relentlessly to reduce your fiduciary risk and work load.

Jeff Atwell

President

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).

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Joseph Zdarsky

Partner

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.

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Jonathan Duggan

Partner

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.

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Krista Mineweaser

Compliance Administrator

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.

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We're changing how Retirement Plans work.

For the first time in history, you can delegate almost all of your 401(k) risk and responsibility.

Learn more about How 401(k)'s are Changing
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Outsource Your

Fiduciary Liability

Dramatically decrease your fiduciary risk without switching plans.
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Decreased Risk
Unless you’re a retirement plan expert, that’s a tremendous amount of unnecessary fiduciary risk that makes no sense for you to have to deal with. For the first time ever, you can outsource almost all of that.Learn More

Are you a Financial Advisor?

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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