The Partners Group http://www.tpgrp.com The Partners Group. Invested. Thu, 21 May 2015 23:14:54 +0000 en-US hourly 1 http://wordpress.org/?v=4.2.2 New Seminar on The Private Exchange/Benefit Enrollment Optionshttp://www.tpgrp.com/2015/05/15/new-seminar-on-the-private-exchangebenefit-enrollment-options/ http://www.tpgrp.com/2015/05/15/new-seminar-on-the-private-exchangebenefit-enrollment-options/#comments Fri, 15 May 2015 21:27:45 +0000 http://www.tpgrp.com/?p=10633 The Partners Group to Host Seminar on Ways to Expand Your Benefit Offering to Attract and Retain Employees, While Simplifying the Overall Administration of Your Benefit Program As part of its seminar series, The Partners Group announces a breakfast seminar to be held on June 16th in Portland, OR from 7:30-9:00 am, on June 17th […]

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The Partners Group to Host Seminar on Ways to Expand Your Benefit Offering to Attract and Retain Employees, While Simplifying the Overall Administration of Your Benefit Program

Puzzle Piece Enter Key for Event Listing 300px x 300pxAs part of its seminar series, The Partners Group announces a breakfast seminar to be held on June 16th in Portland, OR from 7:30-9:00 am, on June 17th in Portland, OR from 7:30-9:00 am, and June 16th as a webinar from 10:00-11:00 am. The seminar is entitled: The Private Exchange/Benefit Enrollment Options – Ways to Expand Your Benefit Offering to Attract and Retain Employees, While Satisfying the Overall Administration of Your Benefit Program.

This seminar will explore how utilizing a private marketplace or enrollment platform in your employee benefits program can yield optimum results. If you’re like most employers – your benefits team is looking to do more with less. When you factor in the needs of your employees, a desire to offer a competitive benefits package, benefit communication, plan administration and ACA tracking, it can be overwhelming. An employer marketplace (private exchange) option might be your key to accomplishing all of the above. In this seminar, we’ll explore the pros and cons of implementing a private marketplace (exchange), how it can improve your benefit programs and not add a significant cost burden to your benefits budget.

  • Subject: The Private Exchange/Benefit Enrollment Options – Ways to Expand Your Benefit Offering to Attract and Retain Employees, While Satisfying the Overall Administration of Your Benefit Program
  • Who should attend: HR and Finance Executives from organizations employing 25+ employees, looking for solutions around their benefit programs and ACA tracking.
  • When: June 16th, 2015, 7:30-9:00am in Portland, OR with registration beginning at 7:15am.
    June 17th, 2015, 7:30-9:00am in Bellevue, WA with registration beginning at 7:15am.
    June 16th, 2015, 10:00-11:00am as a webinar.
  • Where: Portland: The Partners Group, 11740 SW 68th Parkway, first floor-OMA Conference Center, Portland, OR 97223
    Bellevue: 11225 SE 6th St., Suite 110, Bellevue, WA 98004
  • RSVP required: Register here
  • Additional details: Link to details on Website

Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business consulting, retirement planning, investment services, commercial and individual insurance. Although we have developed a national network and reputation, you can count on our local commitment and service. We deliver through the hard work of over 100 teammates, who tirelessly provide results greater than the sum of our parts. The Partners Group has offices in Portland, OR; Lake Oswego, OR; Bellevue, WA; Bend, OR; and Bozeman, MT. For more information, please visit http://www.tpgrp.com. 503-241-9550.

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The Partners Plungehttp://www.tpgrp.com/2015/05/15/the-partners-plunge/ http://www.tpgrp.com/2015/05/15/the-partners-plunge/#comments Fri, 15 May 2015 18:20:28 +0000 http://www.tpgrp.com/?p=10496 The Partners Group employees sponsor an annual event that supports the local Boys and Girls Clubs, raising $10,500 the first year of the event. The Partners Group employees sponsored an event to help support the local Boys and Girls Club. 60 brave volunteers helped raise $10,500 for the local Boys and Girls Clubs by jumping […]

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The Partners Group employees sponsor an annual event that supports the local Boys and Girls Clubs, raising $10,500 the first year of the event.

  • The Partners Plunge

    Image from the Boys and Girls Club of Bellevue, thanking The Partners Group for sponsoring the Partners Plunge

  • The Partners Plunge

    The Partners Plunge volunteers

  • The Partners Plunge

    Paul Vlcek – Commercial Insurance Account Executive, Mike Gano – Managing Partner of the Commercial Insurance Division, Michèle Heffron – Campaign and Development Director of the Boys and Girls Club of Bellevue, and Jordan Stair – Commercial Insurance Account Executive

  • The Partners Plunge

    Mike Gano – Managing Partner of the Commercial Insurance Division and Michèle Heffron – Campaign and Development Director of the Boys and Girls Club of Bellevue

     

     

     

  • The Partners Plunge

    The Partners Plunge volunteer

  • The Partners Plunge

    The Partners Plunge volunteer

  • The Partners Plunge

    The Partners Plunge volunteer

  • The Partners Plunge

    The Partners Plunge volunteer

  • The Partners Plunge

    The Partners Plunge volunteer

  • The Partners Plunge

    Paul Vlcek – Commercial Insurance Account Executive, getting ready to take the plunge.

  • The Partners Plunge

    Mike Gano- Managing Partner of the Commercial Insurance Division

  • The Partners Plunge

    The Partners Plunge volunteers

  • The Partners Plunge

    The Partners Plunge volunteers

  • The Partners Plunge

    Jordan Stair – Commercial Insurance Account Executive in Bellevue, WA

The Partners Group employees sponsored an event to help support the local Boys and Girls Club. 60 brave volunteers helped raise $10,500 for the local Boys and Girls Clubs by jumping into the frigid waters of Lake Washington on January 31st. To see the plunge happen, click on the video below.

Double click for larger view

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Four Members from The Partners Group Investment Services Team Have Been Selected as 2015’s Five Star Professional Wealth Managers!http://www.tpgrp.com/2015/05/07/four-members-from-the-partners-group-investment-services-team-have-been-selected-as-2015s-five-star-professional-wealth-managers/ http://www.tpgrp.com/2015/05/07/four-members-from-the-partners-group-investment-services-team-have-been-selected-as-2015s-five-star-professional-wealth-managers/#comments Thu, 07 May 2015 23:32:16 +0000 http://www.tpgrp.com/?p=10288 Pictured Above (from left to right): Doug Van Allen, CFP®, Senior Financial Advisor, Partner; KC Mink, Board of Directors; Sheryl Olson, ChFC® – Financial Planner, Partner; Lauren Reed, CFP®, Certified Financial Planner™ PORTLAND, OR (April 2015) – The recipients of the award are: KC Mink, Sheryl Olson, Lauren Reed and Doug Van Allen. Five Star […]

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Group image of PCS Five Star Award Winners

Pictured Above (from left to right):
Doug Van Allen, CFP®
, Senior Financial Advisor, Partner; KC Mink, Board of Directors;
Sheryl Olson, ChFC® – Financial Planner, Partner; Lauren Reed, CFP®, Certified Financial Planner™

PORTLAND, OR (April 2015) – The recipients of the award are: KC Mink, Sheryl Olson, Lauren Reed and Doug Van Allen. Five Star Professionals partnered with Portland Monthly Magazine to recognize a select group of Portland area wealth managers who provide quality services to their clients.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through TPG Financial Advisors, LLC, a registered investment advisory firm.

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New Video– The Partners Group Overviewhttp://www.tpgrp.com/2015/04/20/the-partners-group-overview/ http://www.tpgrp.com/2015/04/20/the-partners-group-overview/#comments Mon, 20 Apr 2015 23:19:57 +0000 http://www.tpgrp.com/?p=10062 An overview video of The Partners Group by Rod Cruickshank, President and CEO Double click for larger view Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business […]

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An overview video of The Partners Group by Rod Cruickshank, President and CEO
Double click for larger view

Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business consulting, retirement planning, investment services, commercial and individual insurance. Although we have developed a national network and reputation, you can count on our local commitment and service. We deliver through the hard work of over 100 teammates, who tirelessly provide results greater than the sum of our parts. The Partners Group has offices in Portland, OR; Lake Oswego, OR; Bellevue, WA; Bend, OR; and Bozeman, MT.

For more information, please visit http://www.tpgrp.com. 800-722-6339.

 

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New Seminar on Employee Retirement Planshttp://www.tpgrp.com/2015/04/15/new-seminar-on-employee-retirement-plans/ http://www.tpgrp.com/2015/04/15/new-seminar-on-employee-retirement-plans/#comments Thu, 16 Apr 2015 00:18:39 +0000 http://www.tpgrp.com/?p=10043 The Partners Group to Host Seminar on Corporate Employee Retirement Plans Covering Legislative Updates and Crucial Plan Design Options As part of its seminar series, The Partners Group announces a breakfast seminar to be held on May 12th in Portland, OR, from 7:30-9:00 am entitled: The Lost Art of Retirement Plan Design – What Your […]

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The Partners Group to Host Seminar on Corporate Employee Retirement Plans Covering Legislative Updates and Crucial Plan Design Options

PCS-Portland-Retirement-Planning-HR-As part of its seminar series, The Partners Group announces a breakfast seminar to be held on May 12th in Portland, OR, from 7:30-9:00 am entitled: The Lost Art of Retirement Plan Design – What Your Record Keeper Doesn’t Want You to Know.

This corporate retirement seminar is designed for Human Resource and Finance executives, business owners and plan trustees. Understanding what the retirement rules say is important and understanding how retirement rules affect your employer’s plan is even more important. This fast paced presentation highlights the potential ramifications of impending federal and state retirement initiatives. In addition, plan design issues and common concerns will be reviewed along with a frank discussion of why plan sponsors may not be getting the whole story on all the plan design options and features.

  • Subject: The Lost Art of Retirement Plan Design – What Your Record Keeper Doesn’t Want You to Know
  • Who should attend: Human Resource and Finance executives, business owners and Plan Trustees
  • Presenters: W. Andrew Larson, CPC Director of Retirement Education, Retirement Learning Center, LLC
  • When: May 12th, 2015, 7:30-9:00am. Registration begins at 7:15am.
  • Where: The Partners Group, 11740 SW 68th Parkway, first floor-OMA Conference Center
  • RSVP required: Register here
  • Additional details: Link to details on Website

Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business consulting, retirement planning, investment services, commercial and individual insurance. Although we have developed a national network and reputation, you can count on our local commitment and service. We deliver through the hard work of over 100 teammates, who tirelessly provide results greater than the sum of our parts. The Partners Group has offices in Portland, OR; Lake Oswego, OR; Bellevue, WA; Bend, OR; and Bozeman, MT. For more information, please visit http://www.tpgrp.com. 503-241-9550.

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The Partners Group Adds Michael Gallagher to its Private Client Services Team in Portland, Oregonhttp://www.tpgrp.com/2015/03/23/the-partners-group-adds-michael-gallagher-to-its-private-client-services-team-in-portland-oregon/ http://www.tpgrp.com/2015/03/23/the-partners-group-adds-michael-gallagher-to-its-private-client-services-team-in-portland-oregon/#comments Mon, 23 Mar 2015 17:41:52 +0000 http://www.tpgrp.com/?p=10271 Portland, OR – March 23, 2015– The Partners Group announces it has added Michael Gallagher as a Portfolio Manager to its Private Client Services team in Portland, OR. Gallagher will focus on acting as a financial advisor managing existing and newly developed client relationships. Gallagher comes to The Partners Group with over 10 years of […]

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Portland, OR – March 23, 2015– The Partners Group announces it has added Michael Gallagher as a Portfolio Manager to its Private Client Services team in Portland, OR. Gallagher will focus on acting as a financial advisor managing existing and newly developed client relationships.

Gallagher comes to The Partners Group with over 10 years of experience in Wealth Management, with responsibilities ranging from financial planning to portfolio management. Shawn Higley, Managing Partner of the Personal Wealth Team of The Partners Group said “Michael is a perfect fit for The Partners Group’s culture of collaboration and client centric teams. He adds a unique analytical skill around investment portfolio construction. He is the next generation of wealth advisors for The Partners Group as an independent and privately held financial services firm. We are delighted to have Michael, his wife (Lianne) and two daughters (Harper and June) as a part of our extended TPG family.”

Gallagher comes to us from Morgan Stanley where he worked with high net worth clients on financial planning and their investment portfolios. Gallagher earned his Chartered Financial Analyst® designation and is a current member of the Chartered Financial Analyst® Society of Portland. He will be working closely with our Marathon Wealth team: Doug Van Allen and Karen Mason.

Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business consulting, retirement planning, investment services, commercial and individual insurance.   The Partners Group has offices in Bellevue, WA; Portland, OR; Lake Oswego, OR; Bend, OR; and Bozeman, MT. For more information, please visit http://www.tpgrp.com. 800-722-6339.

 

 

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The Partners Group Adds Scott Hagan to its Employee Benefits Consulting Team in Bellevue, Washingtonhttp://www.tpgrp.com/2015/03/16/9813/ http://www.tpgrp.com/2015/03/16/9813/#comments Mon, 16 Mar 2015 21:04:23 +0000 http://www.tpgrp.com/?p=9813 Bellevue, WA – March 16, 2015– The Partners Group announces it has added Scott Hagan as a Consultant to its Employee Benefits team in Bellevue, WA. Hagan will focus on providing employee benefits consulting services to employers in Washington State, with an emphasis on helping companies save on healthcare costs through innovative programs, as well […]

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Hagan-Scott-web-Employee-Benefits-Consultant-WABellevue, WA – March 16, 2015– The Partners Group announces it has added Scott Hagan as a Consultant to its Employee Benefits team in Bellevue, WA. Hagan will focus on providing employee benefits consulting services to employers in Washington State, with an emphasis on helping companies save on healthcare costs through innovative programs, as well as navigating through new regulations of the Affordable Care Act (ACA) and health care reform (HCR).

Hagan comes to The Partners Group with over 26 years of experience working in the employee benefits industry in the Northwest, both with insurance carriers and as a consultant at Mercer. Gary Alton, Managing Partner of the Employee Benefits Division of The Partners Group said “Scott Hagan brings a tremendous amount of marketplace knowledge to The Partners Group and is going to be a great addition to our team”.

Hagan most recently worked with Regence Blue Shield of Washington as the Director of Sales and prior to that he spent over twelve years at Mercer working with clients from 100 to 8,000 employees, where he focused on building benefit strategies that reduced costs, mitigated risk, and promoted a culture of health.   Hagan’s expertise lies in employee benefit program consulting with an emphasis on employee benefit health and welfare plans. According to Hagan, “I have had a tremendous positive response to my joining The Partners Group from the Seattle benefits community, and I’m very happy with this career move.”

Hagan is very active in local community organizations and professional associations. He is a member of the local chapters of the Society for Human Resource Management, Western Pension and Benefits Council, and the Employee Benefit Planning Association of Seattle. Over the last ten years, Hagan has held board positions with Sound Mental Health and The Northwest Center, two benevolent non-profit organizations serving the mental health, physically disabled communities in the Northwest.

Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers, medical professionals, and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business consulting, retirement planning, investment services, commercial and individual insurance.   The Partners Group has offices in Bellevue, WA; Portland, OR; Lake Oswego, OR; Bend, OR; and Bozeman, MT. For more information, please visit http://www.tpgrp.com. 800-722-6339.

 

 

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Oh Coverage, My Coverage – An Association Manager Navigates Insurancehttp://www.tpgrp.com/2015/02/13/oh-coverage-coverage-association-manager-navigates-insurance/ http://www.tpgrp.com/2015/02/13/oh-coverage-coverage-association-manager-navigates-insurance/#comments Fri, 13 Feb 2015 21:19:09 +0000 http://www.tpgrp.com/?p=9129 Ryan Stewart, Commercial Insurance Executive at The Partners Group in Bellevue, WA was featured in The Community Associations Journal  When the time comes for insurance renewal, managers and boards alike seem to have a gut-wrenching reaction when attempting to scratch the dense surface of their insurance policies. The terms, the conditions, the costs, and how they are […]

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Ryan-Stewart-Commercial-association-insurance Ryan Stewart, Commercial Insurance Executive at The Partners Group in Bellevue, WA was featured in The Community Associations Journal 

When the time comes for insurance renewal, managers and boards alike seem to have a gut-wrenching reaction when attempting to scratch the dense surface of their insurance policies. The terms, the conditions, the costs, and how they are calculated, the review of exclusions, the endorsements, all seem to be mutually exclusive with the panic felt when headed straight for an iceberg.

In my eight years serving as an association manager, I’ve never participated in a conversation with a colleague in which the sentence “l enjoy risk management, it’s my favorite thing” was ever uttered. This spring, when my highest asset value client (who l’d only been assigned to for a fresh 9o days) asked me to present their insurance proposals in lieu of inviting a broker to their meeting, I took pause. A round of smelling salts later, I realized the legwork I had to put into presenting my client with its options. Working closely with both the incumbent and another broker providing proposals,(in addition to what I’ve learned over the span of my career) gave me more confidence to comprehend and even convey the differences in each proposal. Your insurance brokers are your best allies and your best resources. I’ve learned surely there are no dumb questions about insurance. Most brokers and agents will assist in reviewing the proposals you’ve received, even if they are not bidding, as stewards of the condominium insurance industry.  Click here to view entire article in .PDF format.

About The Partners Group Founded in 1981, The Partners Group has been serving the financial and insurance needs of employers and successful individuals for over 30 years. We are an independent consulting firm with services including employee benefits, business consulting, retirement planning, investment services, commercial and individual insurance. Although we have developed a national network and reputation, you can count on our local commitment and service. We deliver through the hard work of over 100 teammates, who tirelessly provide results greater than the sum of our parts. The Partners Group has offices in Portland, OR; Lake Oswego, OR; Bellevue, WA; Bend, OR; and Bozeman, MT. For more information, please visit http://www.tpgrp.com. 800-722-6339.

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ACA January 2015 Webinar Now Available on Videohttp://www.tpgrp.com/2015/01/27/aca-january-2015-webinar-now-available-video/ http://www.tpgrp.com/2015/01/27/aca-january-2015-webinar-now-available-video/#comments Tue, 27 Jan 2015 00:36:01 +0000 http://www.tpgrp.com/?p=8936 Overview of Employer ACA Reporting Requirements A webinar co-hosted by The Partners Group and ADP to help you prepare for the new employer reporting requirements under the sections 6055 and 6056 of the Affordable Care Act (ACA) While the first employer reports will not be due until early 2016, this is a topic that requires your attention sooner […]

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Overview of Employer ACA Reporting Requirements

Affordable Care Act Video Updatewebinar co-hosted by The Partners Group and ADP to help you prepare for the new employer reporting requirements under the sections 6055 and 6056 of the Affordable Care Act (ACA)

While the first employer reports will not be due until early 2016, this is a topic that requires your attention sooner rather than later. The reports issued in early 2016 will be required to capture information going back to January of 2015 so it is critical that employers understand the reporting requirements now to ensure all of the necessary data is being accurately tracked throughout 2015.

Click here to view

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The Partner’s Group Awarded by Liberty Mutual and Safeco for a 50 Year Alliancehttp://www.tpgrp.com/2015/01/23/partners-group-awarded-liberty-mutual-safeco-50-year-alliance-2/ http://www.tpgrp.com/2015/01/23/partners-group-awarded-liberty-mutual-safeco-50-year-alliance-2/#comments Fri, 23 Jan 2015 23:43:14 +0000 http://www.tpgrp.com/?p=8902 Celebrating a Long-Term and Beneficial Collaboration Rare to the Insurance Industry The Partners Group, a leading Northwest based provider of commercial insurance, employee benefits, and retirement planning services, was honored by Liberty Mutual and Safeco for 50 years of collaboration. Through the years the organizations have maintained a strong working relationship built on mutual trust […]

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Celebrating a Long-Term and Beneficial Collaboration Rare to the Insurance Industry

The Partners Group, a leading Northwest based provider of commercial insurance, employee benefits, and retirement planning services, was honored by Liberty Mutual and Safeco for 50 years of collaboration.

The Commercial Insurance Division

From left to right: Paul Vlcek & Jordan Stair-TPG Account Executives; Mike Gano-TPG Managing Partner; Adam Olson & Chatrice Felix-Beza-Liberty Mutual; Kevin Lane-Account Executive, Bruce Kerr-Founding Partner

Through the years the organizations have maintained a strong working relationship built on mutual trust and admiration. To mark this special occasion, regional leaders from Liberty Mutual and Safeco hosted a lunch for the agency at Bellevue’s renowned Daniel’s Broiler and presented them with a commemorative glass trophy.

The Partners Group collaborates with Liberty Mutual & Safeco for 50 years

The Partners Group Commercial Insurance team in Bellevue, WA poses with regional leaders from Liberty Mutual and Safeco after receiving the award.

Dale Main, Liberty Mutual Director of Territory Management, noted “What a rare thing it is in our industry to have such a long term, profitable and mutually beneficial relationship.” Mike Gano, Managing Partner at The Partners Group, summed up the general sentiment of the event by stating “It has been a wonderful partnership for 50 years and we are looking forward to many more.”

 

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