Our Process

A business, like a person, is unique. It has its own distinct culture, processes, values and objectives. Its group benefits plan should reflect those unique characteristics. At TRG, we approach each of our individual clients’ businesses with a clean slate.  It’s how we deliver an unparalleled level of specialized service. We believe nothing less can deliver a benefits package as unique as your company and the employees it represents.

Meeting Your People

Some of our industry’s most respected benefits advisors call TRG home. At TRG we advise our clients without compromise. We immerse ourselves in your business and get to know you, and your staff, personally. Only then, can we help you determine the most appropriate employee benefits strategy for your organization.

Understanding Your Business

Our personal approach is more than just a business style that we come by naturally at TRG, it’s actually a proprietary methodology we call Discovery™. It begins with doing our homework and understanding your business fundamentals – your competitive landscape; the needs and expectations of both management and your workforce; and most importantly, the long-term objectives for your company. No two businesses are alike and therefore no two benefits plans should ever be the same. Using Discovery from the outset helps us collaborate with you to create a unique plan together that evolves organically along the lifeline of your business.

Assessing Your Needs

The TRG planning model adapts to the size and scale of your business. The process can be a simple tutorial for smaller businesses or a more collaborative, strategic process for larger, more complex enterprises.  Our role in your company’s benefits management is equally flexible according to your needs – everything from creating a simple flex plan, to overseeing the administration of complex claims and claims disputes – from creating a simple retirement fund, to managing the accumulation phase right through to retirement itself. Our involvement in the planning and management of your benefits strategy is as comprehensive as you choose. Our approach is adaptive rather than prescriptive.

Customizing Your Plan

The ‘one-size-fits-all’ approach to employee benefits plans may appear to be cost-effective and expedient in the short term, but such plans can hurt your company and staff in the long run. By doing our homework at the beginning of the relationship, plan continuity and cost consistency are assured. Because your benefits plan is designed specifically for your company and your people, only minor adjustments are required once the plan is in place. Our approach ensures that you can ‘expect the planned’ rather than ‘plan for the unexpected’.

Servicing Your Plan

Even the most well designed plan can become cumbersome and expensive if not managed efficiently. Once your plan is in place, our professional client care teams are available to help you ensure that your plan is administered effectively and efficiently.

Helping You Reap Your Rewards

By leveraging TRG specialization and our personalized approach, the result will be a group benefits plan that is ideally suited to the unique characteristics of your business and your staff. You will have a signature plan that:

  • Attracts and retains the best talent possible
  • Motivates your staff and enhances productivity
  • Creates a corporate culture that promotes trust and goodwill
  • Aligns with your strategic goals while optimizing your workforce
  • Respects your fiscal responsibilities and employee needs equally

The TRG approach stems from our belief that a great group benefits plan benefits the company and its employees.