Company Information

Get to know TRG Fiduciary Services

Founded in 2002, TRG Fiduciary Services is an independent firm that provides specialized fiduciary and consulting services for corporate, public, and multi-employer retirement plans. The company acts in various fiduciary capacities, including as a 3(21) Investment Fiduciary providing co-fiduciary advice, a 3(38) Investment Manager with discretionary control over plan assets, and a 3(16) Plan Administrator handling day-to-day plan operations. Their core mission is to help plan sponsors manage their fiduciary responsibilities, ensure compliance with regulations like ERISA, and improve retirement plan outcomes for participants.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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TRG Fiduciary Services

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.