Retirement Plan Services

Corporate retirement plans have changed over the years. More and more employers are facing the challenge of trying to meet the retirement needs of their employees, while continuing to thrive as a business. Likewise employees are savvier, realizing they will need retirement income to come from a variety of sources, one of which is their employer sponsored plan. These two factors create quite a challenge.

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To address this complex matter will take a complex retirement plan specialist. This specialist is uniquely equipped to balance the employer’s economic challenges with the rising employee’s expectations for a successful retirement. It’s a good thing that at TPG, we not only believe in this approach, but we have been perfecting it over the last 25 years.

But how do you find the right plan, administer it, and make sure there is service and support when a new employee comes or when one leaves? At TPG, we do the research and find the plan that is best for not only your business, but your employees. You’ll work with one of our consultants who’ll take you through the process and help administer the program. If there are any questions, problems or new additions to your team, we’re here to help. For employees that are interested in a more personalized retirement analysis, well, we can do that too on a one-on-one basis. Here are some of the services we offer:

Employer Services

  • Plan Design Review
  • Fiduciary Compliance
  • Benchmarking Studies
  • Vendor Search
  • Plan Implementation
  • Investment Fund Monitoring
  • Investment Policy Statement
  • Plan Expense Review
  • Participant Communication and Education Plan
  • Mergers & Acquisitions

Employee Services

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