Regional Vice President
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(r) 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.
In my role as Regional Vice President for The Retirement Plan Company, LLC (TRPC), I partner with investment advisors and custodians to develop highly-customized and cost-effective retirement savings programs for employers. Through TRPC division TPA Engine, I coordinate the development of outsourcing service solutions that promote growth and profitability for independent TPAs. During my career serving primarily private sector retirement plans, I have gained expertise in plan administration/consulting/documents, plan conversions, employee education/enrollment, investment management, and business development. I am a graduate of Miami University (OH) where I majored in Decision Sciences and minored in Marketing, and later earned an MBA from The Ohio State University with a concentration in Investment Management and a minor in Marketing. I earned the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries (ASPPA) and hold a Series 65 securities license. scloud@trpcweb.com 937-902-0513
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