Our company is with TRPC and they are wonderful! All questions are always answered in a very timely and polite fashion. The implementation team, Sol Green & Brian McCormick, are amazing! Once the plans have been implemented, Jeff Poling and Marlon Suarez have been wonderful at helping to educate our staff on the benefits of the 401k Plan. Wonderful customer service and would highly recommend TRPC!
July 2024
This was our first time working with TRPC and I am delighted to say that it was a fantastic experience. Jonathan Rollins and his team were thorough professionals without being robotic. They understood our client's needs and helped design a 401K plan that fit perfectly. The follow-up onboarding and servicing processes was also top-class. Highly recommend other RIAs reading this to give TRPC a shot!
July 2024
Jeff Poling at TRPC has been the best partner I have ever worked with from a retirement company. He is very responsive and will help however he can regarding the company's needs for our retirement program. I highly recommend!
Our company is with TRPC and they are wonderful! All questions are always answered in a very timely and polite fashion. The implementation team, Sol Green & Brian McCormick, are amazing! Once the plans have been implemented, Jeff Poling and Marlon Suarez have been wonderful at helping to educate our staff on the benefits of the 401k Plan. Wonderful customer service and would highly recommend TRPC!
This was our first time working with TRPC and I am delighted to say that it was a fantastic experience. Jonathan Rollins and his team were thorough professionals without being robotic. They understood our client's needs and helped design a 401K plan that fit perfectly. The follow-up onboarding and servicing processes was also top-class. Highly recommend other RIAs reading this to give TRPC a shot!
Jeff Poling at TRPC has been the best partner I have ever worked with from a retirement company. He is very responsive and will help however he can regarding the company's needs for our retirement program. I highly recommend!