Company Retirement Plans

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 robust 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.

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

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 dynamic retirement plan or improve your existing plan, please call Chad Peterson at 402.334.6282, 800.824.4314 or email him at

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.

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