About The Retirement Plan Company
Reviews for The Retirement Plan Company
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
The Retirement Plan Company, LLC (TRPC) is a well-established provider of recordkeeping, third-party administration, and actuarial services for qualified retirement plans. Founded in 1992, TRPC has offices in Nashville, TN, Greenville, SC, Dayton, OH, and Portland, OR. Their team of accountants, attorneys, actuaries, and administrators are commended for their expertise in assisting employers and advisors in maintaining retirement plans. Clients have praised TRPC for their wonderful customer service, with staff members like Sol Green, Brian McCormick, Jeff Poling, and Marlon Suarez receiving individual recognition for their timely, polite, and professional assistance. TRPC's implementation team is highlighted for their attentiveness to clients' needs and their success in designing and implementing 401k plans that fit perfectly. The company's onboarding and servicing processes are also highly regarded. In summary, TRPC is a reputable and reliable provider of retirement plan services, with a team that is dedicated to delivering excellent customer service and tailored solutions to meet their clients' needs.
Jeff was great to make the trip to Orlando to meet with our staff. He conducted 2 group training sessions and over 15 one-on-one's with our employees. I am confident that his efforts will increase awareness and participation.
I am pleased to recommend Jeff Poling from TRPC for his exceptional service and insights in managing our 401k plan. His dedication and willingness to assist with various financial matters have been invaluable. Due to his helpfulness, I decided to transfer additional funds to TRPC.
Jeff consistently demonstrates professionalism and expertise, always ready to discuss issues or simply catch up via Zoom. His commitment to providing top-notch support has made a significant difference in our financial planning and management. I highly recommend Jeff Poling and TRPC to anyone seeking reliable and insightful financial services.
Jeff Polling has been our Main Stay since we have started with TRPC. Whenever we have an issue or question or need help regarding any issues, he's able to get us in contact with the correct person or department. He has been able to expedite financial information that we needed on short notice. To top off his superior service, he also follows up with us. He's terrific. I hope TRCP, knows what a gem they have in Jeff.