What We Do:
TR Financials' 401k Quarterback program guides plan sponsors on how to set up and manage a successful and compliant 401(k) Plan while limiting fiduciary liability to senior management.
Attracting and retaining employees is a key element of a successful business. Providing a 401k retirement plan is a critical part of any HR benefit package offered to employees.
Businesses adopting a 401(k) retirement plan can be overwhelmed while researching plan design options, selecting plan providers, understanding regulatory compliance, identifying fiduciary pitfalls, and formalizing a process for administering the retirement plan to their employers.
At the end of the day, wouldn't it be reassuring to know an advisor has guided you in taking the critical steps to help meet your responsibilities as a plan sponsor?
We accomplish this by quarterbacking the process and providing a proven playbook to run a successful and compliant plan.
Plan Design and Consulting Services
Maximize Plan Efficiency
On an on-going basis, your plan consultant will examine your plan design with ideas to improve participation and operational efficiency.
Vendor Benchmarking Analysis™
Provider contract review
Plan conversion guide
Plan design analysis and Plan Review™
Compliance Checklist
Fiduciary Services
TR Financial Group helps you navigate fiduciary responsibilities through robust, systematic, quantitative, and qualitative investment analysis. Our due diligence process focuses on a cyclical approach of fund selecting, monitoring and on-going documenting and reviewing.
Investment Policy Statement
Fiduciary Investment Review™
Scorecard fund ranking
Quarterly Market Summary
Increase Participation and Diversification
Communication helps increase participation and satisfaction while helping employers meet plan education requirements.
Custom investment advice
On-site enrollment meetings
Investment education meetings
Monthly client newsletters
Sample employee memos
TR Financial Group provides dedicated professionals focused solely on delivering retirement plan consulting services. Since 1993, we have served many of the Midwest's key employer groups in creating successful retirement plans for their biggest assets: their employees.
From investment analysis and due diligence to employee communications, our process-driven solutions help protect employers from corporate and personal financial liability, while increasing investment opportunities and improving overall plan value.
Under Promise, Over Deliver
Upon being hired, we provide a written promise detailing the specific services provided. This way, clients can compare our promise with the actual delivery of these services. We have developed meaningful relationships with a wide variety of clientele and provide our dedicated services nationwide. We are proud of our commitment to excellence and will work hard to develop a strong and lasting partnership.
If you have interest in our services, you may hire us both for new plan design or existing plan consultation. To learn more on how we can help you create a successful retirement plan or improve your existing plan, please call Matt Medlock at 402-334-6282 or toll-free at 1-800-824-4314. You may also E-mail him at Matt.Medlock@TRFinancial.com
Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.