TRG Administrative Services is proof that the whole can be greater than the sum of its parts. In 2018, Lone Star 401(k) Consultants of Dallas, TX and Touchstone Retirement Group of Amherst, NY joined forces to create a combined TPA firm with a truly national footprint.
Candi started her career administering Qualified Retirement Plans in 1986 and has been involved in every aspect of administration and sales ever since. In 2007, she formed her own company, Lone Star 401(k) Consultants and in 2018, Candi joined forces with Touchstone Retirement Group to form TRG Administrative Services where, as President and co-owner, she is involved in all aspects of the day-to-day business operations.
Joe is one of the founders of TRGA and has over 21 years of experience in the qualified retirement plan industry. Joe is a highly regarded plan design specialist who works with sponsors and advisors in all areas of plan design and compliance.
Jeff is the definition of professionalism and experience in the retirement plan industry. He brings a tremendous wealth of knowledge in the areas of third-party administration, plan design and fiduciary compliance and has built a successful career sharing his accumulated knowledge with broker/dealers, financial advisors and plan sponsors around the country. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC and is an active member of the American Retirement Association (ARA) and The Center for Fiduciary Studies, (fi360).
Stephanie has over thirty years of experience working with employer sponsored qualified plans and she has extensive knowledge of all aspects of qualified retirement plans and the regulations governing them. She holds a BBA in Business Management degree from the University of Texas in Arlington.
Stephanie’s primary responsibility is to oversee year-end compliance testing and consult with Plan Sponsors regarding document and other design related questions.