The Richards Group is one of Vermont's and New England's top retirement and fiduciary advisors

The Richards Group Client Portal


Welcome to a whole new way of working — the TRG Client Portal is your personalized website that allows you to effortlessly click, connect and communicate with The Richards Group.  

It’s designed to offer you time-saving tools and resources that build convenience into managing your everyday work tasks. Whether you want to view documents online,participate in plan/program surveys or view your policy information, this is the place to be. It’s easily accessible, hardworking and just one of the many services available to you when you partner with us.

Posting Center

  • Our document posting capabilities allow us to seamlessly provide you information
  • Access to thousands of easily searchable materials on topics including compliance, safety, risk management, employee newsletters and more
  • Accessible 24/7, postings from our agency are timely, relevant and easy to locate in one convenient place online

Health Care Reform

  • Get the information you need about health care reform, including legislative updates, explanations and timelines
  • Provide your employees the education they need to understand how reform impacts their lives

Survey Benchmarking

  • Participate in benefit plan and/or P&C program surveys
  • Allows you to determine how your plans and programs compare to other employers across the U.S.

Legislative Updates

  • Stay up to date on the latest legislative updates and hot topics
  • The Content Newsfeed on your home page is your go-to for all the latest resources related to your industry and business

Online OSHA Recordkeeping

  • Find out which incidents need to be reported and which do not
  • Maintain all OSHA records in one place that is safe and secure
  • Run reports needed for OSHA reporting, or to see how your year is going