Retirement Plans

The professionals of TR Paul offer a full-service approach to Retirement Planning.  Planning for the future begins with the selection of the right firm - one with years of knowledge and experience in this complex, specialized field.

Employers of all sizes are faced with complex, legal, and administrative requirements. At TR Paul we will provide the administrative support needed to establish and maintain a retirement plan. Our "full-service" approach includes:

  • Custom Plan Design
  • Pre-approved Plan Documents
  • Investment Due Diligence
  • Provider Evaluation & Benchmarking
  • Employee Education
  • Fiduciary Guidelines
  • Compliance Services
  • IRS Filings and Compliance Resolution
  • Consulting