Flexible Investment Options

TR Paul is positioned to work with your advisor or our own investment specialists.   Our administrative services are constructed to support various investment platforms and industry record-keepers.  From individually managed portfolios, to self-directed participant accounts, our systems and staff are capable of tracking and reporting many different types of plan accounts.

For assistance in determining which investments are suitable for your plan and participants, our registered representatives and investment advisor representatives can help you select and monitor plan investments.  

We offer independent fiduciary benchmarking and fund analysis for clients as well as on a project basis for plan sponsors not already engaged with TR Paul Inc.