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The Retirement Plan

Insurance · Tennessee, United States · 117 Employees

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Who is The Retirement Plan

Founded in 1992, The Retirement Plan Company, LLC (TRPC) is one of the country's leading independent providers of account recordkeeping, third-party administration, and actuarial services for qualified retirement plans. Headquartered in Nashville and with regional offices in Portland, OR, Dayton, OH, and Greenville, SC, our success in serving retirement plans from coast-to-coast is made possible by the relationships that we have with some of the nation's most trusted and experienced financial advisors, TPA firms, and investment platform providers. TRPC's "open architecture" recordkeeping and investment platform offers unparalleled investment choice, allowing the plan and its investment advisor to create an investment menu from a wide universe of mutual funds and ETFs, stable value funds, collective investment trusts, self-directed brokerage accounts, managed accounts, and model portfolios. Powered by SunGard Relius® web software, our user site includes industry-leading investment education and account management tools that empower retirement plan participants to prepare for retirement with ease and confidence. Among the broad range of consulting and compliance services offered by TRPC are defined benefit/actuarial services. Defined benefit plans (including cash balance plans) may be administered by TRPC either on a stand-alone basis, or in conjunction with a defined contribution plan as part of a DB/DC combination plan arrangement.Read More



5200 Maryland Way Ste 310, Brentwood, Tennessee, 37027, United States
Phone Number

Phone Number:

(888) 673-5440


$27 Million
The Retirement Plan's Social Media
SIC Code 63,637
NAICS Code 52,525
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The Retirement Plan's Org Chart

Patrick Hale
Patrick Hale

President & Chief Executive Officer

Patricia Bowker
Patricia Bowker

Chief Financial Officer



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The Retirement Plan's Tech Stack

Microsoft Dynamics 365 Business Cen...






Cloudflare Security



Cloudflare DNS


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The Retirement Plan News & Media

Musings Of Retirement Plan Fiduciaries: Episode Two

Individuals who serve as a fiduciaries to their company’s retirement plan often feel they may not be sufficiently informed or qualified to make prudent decisions for the plan. They might ask...

Friess Retirement Plan Files Preliminary Proxy Materials Opposing Replacement of Brandywine Fund Managers

GREENVILLE, Del.--(BUSINESS WIRE)--Friess Associates, LLC 401(k) Retirement Plan (the “Friess Plan”), together with certain other participants identified herein (collectively, the “Participants,” “we,” “us” or “our”), today announced that it has filed a preliminary proxy statement in connection with the upcoming combined special meeting of shareholders (the “Meeting”), currently scheduled for May 18, 2021, of (i) AMG Boston Common Global Impact Fund (formerly AMG Managers Brandywine Fund) (the
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Frequently Asked Questions regarding The Retirement Plan

Where are The Retirement Plan’s headquarters?

The Retirement Plan’s headquarters are in 5200 Maryland Way Ste 310, Brentwood, Tennessee, 37027, United States

What is The Retirement Plan’s phone number?

The Retirement Plan’s phone number is (888) 673-5440

What is The Retirement Plan’s official website?

The Retirement Plan’s official website is

What is The Retirement Plan’s Revenue?

The Retirement Plan’s revenue is $27 Million

What is The Retirement Plan’s SIC code?

The Retirement Plan’s SIC: 63,637

What is The Retirement Plan’s NAICS code?

The Retirement Plan’s NAICS: 52,525

How many employees are working in The Retirement Plan?

The Retirement Plan has 117 employees

What is The Retirement Plan’s industry?

The Retirement Plan is in the industry of: Insurance

Who are The Retirement Plan’s main competitors?

The Retirement Plan's main competitors are: Alliance Benefit Group, Pinnacle Plan Design LLC, Sentinel Benefits & Financial ..., Retirement Benefits Group LLC

What is The Retirement Plan's tech stack?

The technologies that are used by The Retirement Plan are: Microsoft Dynamics 365 Business Central, PHP, Cloudflare Security, Cloudflare DNS

Who is The Retirement Plan's CEO?

The Retirement Plan's CEO is Patrick Hale

Who is The Retirement Plan's CFO?

The Retirement Plan's CFO is Patricia Bowker

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