Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.

About Tom Trefry

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So far Tom Trefry has created 27 blog entries.

Win Some/Lose Some: High Stakes Decisions On The Affordable Care Act Came Out For and Against the Administration

Please Note: This Healthcare Reform Update is not intended to be exhaustive nor should any discussion or opinions be construed as legal advice. Readers should contact legal counsel for legal advice. Copyright © 2014 by Proskauer Rose LLP. All rights reserved.

July 22, 2014 marked a day when two different federal courts came out on opposite sides of the same question. In the morning, the U.S. Court of Appeals for the DC Circuit dealt a serious blow to the Obama Administration with a decision that called into question the structural integrity of the “pay-or-play” mandates under the Affordable Care Act (“ACA”). Later in the day, the U.S. Court of Appeals for the Fourth Circuit, sitting down the road in Richmond, came out on the other side of the question.

In Halbig v. Burwell, the Appeals Court for the District of Columbia Circuit, sitting in Washington, DC, sided with the plaintiffs and against the Obama Administration today when it held that the ACA, by its terms, does not allow for subsidies for individual coverage in exchanges established by the federal government. Today, a majority of the states—more than 30—have federally-run exchanges. This means that, at least according to this court, individuals purchasing insurance coverage on the federally-run exchanges will not be eligible for federal subsidies when they purchase insurance.

Not so fast, said the Fourth Circuit Court of Appeals later in the day. In King v. Burwell, the court addressed the same issue addressed in Halbig and reached the exact opposite conclusion. In King, four other judges found that Congress intended to make subsidies widely available. While the plain language of the ACA does not say it, the Fourth Circuit, found that the contextual meaning […]

2016-10-25T14:30:06+00:00

Lori Hedgecock and Michelle Gallardo of The Partners Group earn Safeco® Insurance Personal Lines Achievement Award



Michelle Gallardo (left), Lori Hedgecock (right).

Portland, OR – June 19, 2014 – Lori Hedgecock and Michelle Gallardo of The Partners Group Personal and Commercial Insurance unit in Portland, OR have received the Safeco Insurance® Personal Lines Achievement Award, an honor given each year to about a dozen individuals in Washington, Oregon, Idaho, Montana and Alaska who work at local independent insurance agencies that sell Safeco Insurance.

The Achievement Award recognizes Lori Hedgecock and Michelle Gallardo for their commitment to customer service and performance for The Partners Group and overall exemplary representation of Safeco Insurance.

“Safeco is pleased to present both Lori Hedgecock and Michelle Gallardo with the Personal Lines Achievement Award this year,” said Becky Fann, regional general manager, Northwest Region, Safeco Insurance. “This designation acknowledges the daily diligence, integrity, passion for excellence and hard work of Lori Hedgecock and Michelle Gallardo.”

“I am honored to receive this award from Safeco Insurance and to contribute to the exceptional work of The Partners Group,” said Lori Hedgecock, Personal Lines and Small Commercial Account Executive, who has worked in the insurance industry for more than 30 years on both the agency and the company underwriting side. Additionally, Michelle Gallardo, AAI®, Personal Lines and Small Commercial Account Executive, said “It’s always been a pleasure working the Safeco Insurance®, and they greatly compliment the high level of insurance standards we hold at The Partners Group.” Michelle works in personal lines, with special expertise in tailoring policies to meet the needs of high net worth individuals.

The Partners Group is located at 11740 SW 68th Parkway, Ste. 200, Portland, OR, and can be reached at 503-241-9550.

About The Partners Group

The Partners Group, with offices in Bellevue, WA, plus Portland and Bend, OR, is an independent, locally-owned financial and […]

2016-10-25T14:30:06+00:00

The Partners Group Sees Double, Wins Second Lighthouse Award for Fastest Growing Company In Portland, OR

President & CEO Roderick Cruickshank shows off the Portland Business Journal Lighthouse Award as The Partners Group appeared in the PBJ100 for more than five straight years.

PORTLAND, OR, June 19, 2014 – The results are in and the winners have been announced for the 2014 Top 100 Fastest Growing Private Companies in the Portland, OR area. The Hilton Hotel ballroom in downtown Portland was filled with hundreds of people on Thursday, June 12, 2014 as The Portland Business Journal honored the recipients of the award. The Partners Group (TPG) was again recognized as a Top 100 Fastest Growing Private Company. In addition, The Partners Group received the coveted Lighthouse Award, honoring organizations that have placed on the Top 100 list five consecutive years.

This year marks the 6th consecutive year and the 11th time in the past fourteen years that The Partners Group has been recognized for placing on the Top 100 Fastest Growing Private Companies list. This year is also the second time that The Partners Group has received the prestigious Lighthouse Award. The Partners Group is one of six companies on the Top 100 Fastest Growing Private Companies list to receive the Lighthouse Award in 2014. The Lighthouse Award is a hard won and rare achievement. To qualify, a company has to maintain a high level of growth for five consecutive years.

President and CEO Roderick B. Cruickshank, RHU accepted the award on behalf of The Partners Group. Cruickshank credited the persistence of the employees for driving the growth of the company. “This is a people-to-people business and we succeed when we attract good people,” he said. “I often say we are a talent agency. We attract the talent, and they attract good customers.”

[…]

2016-10-25T14:30:06+00:00

The Partners Group (TPG) Adds Commercial Insurance Account Executive

BELLEVUE, Washington, June 19, 2014 – The Partners Group (TPG) has added Jordan Stair to its Commercial insurance team as an Account Executive. Jordan has a broad range of skills and expertise in various industries including fireworks companies, amusement parks, non-profits, plus overall risk management and alternative risk finance concepts. “Jordan is a team player who brings a high level of energy and passion to his work,” said Mike Gano, The Partners Group Managing Partner, Commercial Insurance Division. “We are extremely excited to have him join our team,” said Gano.

Prior to joining TPG, Jordan worked for a large national brokerage where he spent six years building a book of business while developing his insurance and Risk Management skills. Jordan is a native of Washington and graduated from the University of Washington.

The Partners Group, with offices in Bellevue, WA, Portland and Bend, OR, is an independent financial services, risk management, commercial/personal insurance and employee benefit consulting firm. The Partners Group is locally owned with national strength due to being a founding member of Collaboration Centric Solutions (C2), the nation’s 5th largest privately held commercial insurance broker serving more than one million households in the United States.

2016-10-25T14:30:06+00:00

Alternatives for Lowering Employee Benefit Costs Related to Self-Funding Provided in Seminar by The Partners Group

Advantages of self-funded health plans will also be discussed including how more and more companies are able to take this cost-effective route. 

Portland, OR – June 5th, 2014 – The Partners Group plans to host a seminar on innovative and cost-saving options for employers of 150 or more employees who are either already self-insured or considering the option. This seminar will take place on June 17th, 2014 in Portland, OR, June 18th in Bellevue, WA, and also on June 19th, 2014 in Bend, OR.

According to Gary Alton, Managing Partner of the Employee Benefits Division at The Partners Group, “We’re excited to share real-life success stories from our clients who have experienced significant and immediate costs savings on their health plans through a proprietary pharmacy option.” Strategies for controlling and protecting against high-cost claims, as well as tools for improving workforce health through population health and wellness management strategies will also be discussed.

What:
The outline of the presentation will include the following:

  • Advantages of Self-Funded Health Plans: How more and more companies are able to take this cost-effective route.
  • Real life success stories of significant plan savings — via a proprietary pharmacy option.
  • Protecting self-funded plans from high dollar claims — with a pioneering stop loss program.
  • Controlling high-cost claims — through plan design and proprietary programs.
  • Drive employee engagement to improve workforce health — through population and wellness health management strategies.

Where & When:
June 17th, 2014 – Portland, 7:30-9:00am: OMA Conference Center, 11740 SW 68th Pkwy.
June 18th, 2014 – Bellevue, 7:30-9:00am: The Partners Group, 14432 SE Eastgate Way, Ste. 400
June 19th, 2014 – Bend, 7:30-9:00am: The Oxford Hotel, 10 NW Minnesota Ave.

RSVP requiredClick here to register

Who:
The Partners Group, with offices in Bellevue, WA, plus Portland and Bend, OR, is an independent, locally-owned […]

2016-10-25T14:30:06+00:00

PBJ article– Is it Panic Time for Employers? features TPG Employee Benefits Consultant

Sarah Friend, Employee Benefits Consultant at The Partners Group in Portland, Oregon is featured in The Portland Business Journal article, “Elizabeth Hayes: Panic time for employers?” by Elizabeth Hayes.

PORTLAND, Oregon, May 19, 2014, by Elizabeth Hayes, Staff Reporter – Portland Business Journal – With all the news coming out of Cover Oregon and the focus on individual insurance, it’s no wonder I’ve been neglecting the group market in recent months.

But health reform is coming soon to the employer sphere, too, so Oregon businesses would do well to prepare now.

“2014 is the year to understand the details and nuances of the law,” said Sarah Friend, an employee benefits consultant with Portland-based consulting firm The Partners Group.

Click here to view this article in its entirety on the Portland Business Journal’s website

About The Partners Group

The Partners Group is a locally-owned and independent consulting firm specializing in employee benefits, financial services, and risk management, with offices in Bellevue, Portland, and Bend. We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions.

2017-10-04T10:21:54+00:00

PBJ Article– How Today’s Oregon Same-Sex Marriage Ruling Impacts Health Benefits Features TPG Employee Benefits Consultant

Arnold, Mike

Sarah Friend, Employee Benefits Consultant at The Partners Group in Portland, Oregon is featured in The Portland Business Journal article, “How today’s Oregon same-sex marriage ruling impacts health benefits” by Elizabeth Hayes.

PORTLAND, Oregon, May 19, 2014, by Elizabeth Hayes, Staff Reporter – Portland Business Journal – How big of an impact will today’s ruling striking down Oregon’s same-sex marriage ban have on health benefits?

The answer is it will have some impact, but most of the changes came last fall.

“Even though this is clearly a big change in Oregon and for Oregon families, I don’t think it’s going to have a big impact on the administration of employee benefits,” said Sarah Friend, an employee benefits consultant with Portland-based consulting firm The Partners Group.

Click here to view this article in its entirety on the Portland Business Journal’s website

About The Partners Group

The Partners Group is a locally-owned and independent consulting firm specializing in employee benefits, financial services, and risk management, with offices in Bellevue, Portland, and Bend. We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions.

2016-10-25T14:30:07+00:00

The Partners Group (TPG) Adds Employee Benefits Consultant

jshearer

BELLEVUE, Washington, April 1, 2014 – The Partners Group (TPG) has added Jean Shearer to its team of employee benefit consultants.  As a member of the strategic consulting team at The Partners Group, Jean will bring her decade’s long expertise in life, disability and leave of absence marketplace. Most recently, she has focused on National Accounts with 20,000+ lives.  Jean will also help TPG in Business Consulting with a focus on Analytics, Wellness and Leave Management and providing business development strength with large employers in the Washington marketplace.

Prior to joining The Partners Group, Jean worked more than 28 years for two large national carriers as a National Account Executive, and was responsible for driving profitable sales growth, retention and market/brand development with producers, consultants and customers in the National Account segment (5,000+ lives) throughout the Northwest.   “We are thrilled to have someone with the unique skills that Jean possesses to be joining our team.  Her level of industry knowledge coupled with an extremely high work ethic will benefit all of TPG and our clients,” said Gary Alton, The Partners Group Managing Partner, Employee Benefits.

Jean has been in the Puget Sound area for almost 30 years and is active in the community, volunteering her time with Side-by-Side, Ronald McDonald House, DMEC and multiple school board committees.  She holds a degree in Business Administration and Finance from Oregon State University and is also a member of the OSU Dean’s Circle of Excellence.

About The Partners Group

The Partners Group is a leading, locally-owned, independent, financial services, risk management and employee benefit consulting firm.  We do more than provide exceptional employee benefits, commercial insurance and wealth management services.  Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions. […]

2016-10-25T14:30:07+00:00

The Partners Group Named Capital Insurance Group Washington Agency of the Year

The Partners Group Commercial Insurance team recieving the CIG Washington Agency of the Year Award. Pictured in photo: (Back Row, Left-to-right) Paul Vlcek, Kevin Lane, Ryan Stewart, Mike Arnold (Front Row, Left-to-right) Linda Sebeck, Tina Am, Managing Partner – Mike Gano, Laura Dykshoorn

MONTEREY, Calif. (Feb. 25, 2014) – The Partners Group, a 30 year-old insurance agency being recognized for its Bellevue, Wash., office, has been named Capital Insurance Group® (CIG) Washington Agency of the year for 2013. CIG has honored the partner agency with the award in recognition of its commitment to client service and business performance. The annual award is bestowed on agencies in the CIG Northwest region, and is based on the culmination of the company’s performance throughout the year.

The Partners Group, which merged with The Baldwin Resource Group in 2011, specializes in insurance solutions, employee benefits, risk management and business consulting. The agency attributes its success to the ability to offer a full range of robust commercial insurance and business advisory services, in addition to employee benefits programs and private wealth solutions. The agency is based out of Portland, OR with satellite offices in Bend, OR and Bellevue, WA. The company has received numerous employment recognition awards in different areas, including The Healthiest 100 Workplaces in America award in 2014, American Heart Association 2013 and 2012 Fit-Friendly Worksite Gold Award, and Portland Business Journal’s “100 Best Companies to Work for in Oregon” for eight years running.

“CIG is one of our most important carrier relationships, and to be recognized in front of their agency force was a real treat,” said Mike Gano, Managing Partner of The Partners Group.

Each year, CIG Regional Management selects three top performing agencies for consideration. A committee of CIG executives evaluates and selects […]

2016-10-25T14:30:07+00:00

The Partners Group Receives National Awards for Improving Employee Health

Wins Healthiest Employers ‘2014 Healthiest 100 Workplace Award’ and American Heart Association ‘2013 Fit-Friendly Worksite Platinum Award’

Bellevue, WA (March 4, 2014) – The Partners Group, which helps employers build employee benefit programs to improve and maintain employees’ wellbeing, is proud to announce that it has won two prestigious healthy employee awards.

Healthiest Employers, the leader in employee health analytics, best practices and benchmark data, inducted The Partners Group into the 2014 Healthiest 100 Workplaces in America. Being named as a 2014 Healthiest 100 Workplace means The Partners Group has achieved remarkable and sustainable success through a broad range of corporate wellness programs and employee wellness initiatives.

In addition, the American Heart Association awarded The Partners Group its 2013 Fit-Friendly Worksite Platinum Award, recognized for its efforts to decrease healthcare expenses and increase productivity.

The Partners Group attained the Healthiest Employers award as the culmination of a year-long, highly selective two-stage assessment process spanning the United States to include companies of all sizes from all regions and industries.

“What great news and affirmation to our mission,” said Rod Cruickshank, The Partners Group President and Chief Executive Officer. “We are proud to be part of  a movement that is growing and being rewarded. Celebrations are in order, as well as recognition of our clients.”

Three clients of The Partners Group were also recognized with a 100 Healthiest Workplaces Award.  They are:

  • Samaritan Health Services
  • Adventist Health-Portland
  • SAIF Corporation

In addition to providing wellness health management consulting services, The Partners Group offers engagement tools to ensure their programs achieve high levels of employee participation for employers.  Gary Alton, Managing Partner of Employee Benefits, says “We also offer a unique, solution-oriented analytic data consulting service as part of our engaged strategies. This data analysis has proven very useful in helping employers pinpoint and address problem areas needing attention, and […]

2016-10-25T14:30:07+00:00

The Partners Group Celebrates a Successful Year by Giving Back through a Company-Wide Volunteering Program

Portland, Ore, December 30, 2013 — Despite the fourth quarter being the busiest time of year at The Partners Group, they are celebrating two months of holiday giving this year with a formal company-wide volunteer program December through January, in lieu of a company party. This growing company is allowing all 100 of its employees to volunteer in the community on paid company time.

The Partners Group holiday volunteering program started five years ago when the economy burst and has continued to evolve into a bigger and more formalized program every year. According to Doreen Barnhouse, VP of Operations, “When The Partners Group started this program, we realized how fortunate we were after experiencing our friends, family and clients lose their jobs, homes and businesses. Although our business sustained some losses we were still operating profitably with no loss of jobs, and we wanted to give back as a company”. The Partners Group decided that instead of having a big holiday party with elaborate gifts at each of its offices, they would give back to their communities by allowing each employee to volunteer a day during the holiday season. Everyone volunteers at The Partners Group, including President and CEO Rod Cruickshank, all of the company’s founding partners, CFO Jake Shafer, and Barnhouse.

According to Shelley Sharp, Marketing Coordinator and a newly added employee, “After working for this company for a couple months, I’ve been very impressed with how the employees are treated and valued, and how we are actually paid to spend time volunteering.” This year The Partners Group selected multiple charities, and then teams of employees are volunteering together for a good portion of a day. TPG also is giving monetary donations to each the selected organizations. In 2013-14 five charitable organizations in Portland alone have been chosen including:

  1. Store […]
2016-10-25T14:30:07+00:00

Two Members of The Partners Group (TPG) Team Recognized as Five Star Home/Auto Insurance Professional Award Winners for 2014

PORTLAND, OR (February 2014) – The Partners Group is pleased to announce that two members of their firm have been chosen as Five Star Home/Auto Insurance Professional Award winners for 2014. The recipients of the award from TPG are Michelle Gallardo and Lori Hedgecock. Michelle has received the Five Star Award four consecutive years in a row.

Now entering its fifth year, the Five Star Home/Auto Insurance Professional program is the largest and most widely published home/auto insurance award program in North America, covering more than 40 major markets. Five Star Professional was founded in 2003 and is based in Minneapolis, MN.

For more information regarding the recipients of this award, please visit our Awards section.

2014-07-16T17:01:26+00:00

The Partners Group is Pleased to Announce That Two Members of Our Firm Have Been Chosen as Five Star Home/Auto Insurance Professional Award Winners for 2014!

Pictured Above (From left to right):
Michelle Gallardo, AAI® – Personal Lines and Small Commercial Account Executive;
Lori Hedgecock, Personal Lines and Small Commercial Account Executive

PORTLAND, OR (February 2014) – The recipients of the award from TPG are Michelle Gallardo and Lori Hedgecock. Michelle has received the Five Star Award four consecutive years in a row. Now entering its fifth year, the Five Star Home/Auto Insurance Professional program is the largest and most widely published home/auto insurance award program in North America, covering more than 40 major markets.

2016-10-25T14:30:07+00:00

The Partners Group is Pleased to Announce Four Members From our Investment Services Team Have Been Chosen as Five Star Professional Wealth Managers for 2014!


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

PORTLAND, OR (February 2014) – The recipients of the award are: KC Mink, Doug Van Allen, Sheryl Olson and Lauren Reed. 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.

Five Star Professional partnered with Portland Monthly magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than six percent of the 6,000 wealth managers in the Portland area were selected for the honor.

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.

2016-10-25T14:30:07+00:00

Four Members of The Partners Group (TPG) Team Recognized as Five Star Professional Wealth Managers for 2014

PORTLAND, OR (July 11, 2014) – The Partners Group is pleased to announce that four members of their firm have been chosen as Five Star Professional Wealth Managers for 2014. The recipients of the award are: KC Mink, Doug Van Allen, Sheryl Olson and Lauren Reed.

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.

Five Star Professional partnered with Portland Monthly magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than six percent of the 6,000 wealth managers in the Portland area were selected.

Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN.

For more information regarding the recipients of this award, please visit our Awards and Accoladespage.

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.

2016-10-25T14:30:12+00:00

The Partners Group Launches Insurance Exchange Site

PartnersMarketplace.com helps to navigate available coverage plan choices and costs, including options in state or federal exchanges.

Portland, Oregon, October 3, 2013 – The Partners Group, one of the largest employee benefit consulting firms in the Northwest, today announced the launch of its private insurance exchange called Partners Marketplace to help navigate the changing insurance marketplace. The online service, supported by its certified agents, licensed in all fifty states, brings The Partners Group’s expertise to the individual and family market in addition to its respected employee benefits practice.

“We are excited to announce the launch of Partners Marketplace to support our clients, their employees and families,” said Gary Alton, Managing Partner at The Partners Group. “In addition, we look forward to helping individuals and their families who need guidance in the new federal and state exchanges.”

The online exchange at www.partnersmarketplace.com offers information and the opportunity to purchase a wide range of insurance products, including medical, dental, life, disability, home and auto plans. Partners Marketplace assists in navigating the changing insurance landscape with up-to-date information from leading regional and national insurance carriers, including enrollment and applicability for federal tax subsidies.

The site provides individuals and families with an easy tool to determine if they are eligible for a subsidy through the new public exchanges, and if so, their licensed agents will facilitate the purchase of a policy through that public exchange. If not eligible, the site can help determine the best coverage choice for that individual or family. The Partners Group also operates its own service center to take calls and walk people through all decisions, and facilitate online purchase.

About The Partners Group

The Partners Group, with offices in Portland and Bend, Ore., and Bellevue, Wash., is a locally owned, independent financial services, risk management, commercial insurance and employee benefit consulting firm. Driven by […]

2016-10-25T14:30:12+00:00

What the Health Reform Delay Means for Oregon Businesses

Portland, OR, July 3, 2013, By Suzanne Stevens – Now that the employer mandate piece of health care reform has been delayed for a year, Oregon businesses that had been racing to meet a Jan. 2014 deadline can relax, right? Not so fast.

Not only are the requirements associated with the employer mandate complex, the federal government has yet to issue the regulations on how employee hours are to be reported.

“I think the initial reaction for some employers will be to take everything related to health care reform and put it on the shelf,” said Sarah Friend, an employee benefits consultant at The Partners Group. “The reality is 2015 is going to come fast.”

Click here to view this article in its entirety on the Portland Business Journal’s website.

The Partners Group is a leading, locally-owned, independent, financial services, risk management and employee benefit consulting firm. We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions.

Note: 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

2016-10-25T14:30:12+00:00

The Partners Group Places 57 on the Fastest Growing Private Companies in Oregon List

Portland, OR, June 25, 2013 – The results are in and the winners have been announced for the 2013 Fastest Growing Private Companies in Oregon. The Hilton ballroom in downtown Portland was packed with nearly 900 people on Thursday, June 20th, 2013 as The Portland Business Journal honored the recipients of the award. The Partners Group, a leading, locally-owned, independent, financial services, risk management and employee benefit consulting firm, was recognized by The Portland Business Journal on this night, ranking 57th on their list of Top 100 Fastest Growing Private Companies in Oregon (http://bizj.us/sljad/i/45).

2013 marks the 5th consecutive year and 10th time in past thirteen years that The Partners Group has been honored by The Portland Business Journal for this prestigious award. Since 2010, The Partners Group has experienced 98.61% growth. Founder Bruce Kerr accepted the award on behalf of The Partners Group.

Regarding the award, The Portland Business Journal asked President & CEO Roderick B. Cruickshank, RHU about the principles that are essential in creating a guideline for good management. He replied, “Hire the right people, give them clear direction and then get out of their way.” See his complete discussion with The Portland Business Journal in Listmakers: Fastest-Growing Company Execs Share Their Secrets .

This annual ranking recognizes the top 100 private companies in the state of Oregon that experienced the greatest percentage of revenue growth over a three year period.

The Partners Group is a leading, locally-owned, independent, financial services, risk management and employee benefit consulting firm. We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions.

Note: 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 […]

2016-10-25T14:30:12+00:00

Collaboration Centric Solution Adds M3 Insurance as New Member Firm

May 14, 2013 – Collaboration Centric Solutions (C2) is proud to welcome M3 Insurance (M3) as a new member firm. C2 is a joint venture founded by leading employee benefit consulting firms, including Kistler Tiffany Benefits, McGohan Brabender, MHBT Inc., The Partners Group and William Gallagher Associates.

The addition of M3 Insurance provides expanded reach and expertise while complementing the current robust services that C2 member firms offer to their clients. C2 now has more than 30 strategically located offices throughout the country; this joint venture transforms regionally independent firms to the fifth largest privately held employee benefits firm in the nation. Strategic collaboration with carriers, vendors and members to create innovative product and service offerings while delivering greater quality and value to clients is the core of C2’s vision and purpose. C2 firms are able to offer the widest variety of products and services to their valued clients.

The member firms come together to form an uncommonly powerful employee benefit consulting firm. While the majority of the marketplace is served by big box national firms with little ability to offer unique products and services, C2 member firms stay true to their roots and become a stronger independent firm, with global reach and local touch, in order to meet the increasing needs of their growing client base.

“C2’s vision – allowing member firms to gain global reach while remaining local and independent – is consistent with the vision and mission of M3 Insurance. We look forward to working with all the firms of C2and providing more robust and comprehensive services to our valued clients,” said Mike Victorson, president and CEO, M3 Insurance.

ABOUT Collaboration Centric Solutions – Collaboration Centric Solutions (C2) is a national company formed by leading independent employee benefit consulting firms for strategic collaboration with carriers, vendors and embers to create innovative product offerings while delivering greater quality and […]

2016-10-25T14:30:12+00:00

The Partners Group and Marathon Wealth Management Combine to Offer Clients Financial Planning plus Insurance and Benefits Services

Portland, Ore., May 13, 2013 – The Partners Group and Marathon Wealth Management are joining forces to further expand the services and expertise they offer clients.

By pooling resources, the two independent companies will provide synergy as leaders in wealth management, plus offer Marathon clients access to expanded services within The Partner Group’s full suite of employee benefits and insurance products. The two organizations will combine under The Partners Group name.

“We are pleased to welcome Marathon Wealth Management’s accomplished professionals and believe that our combined expertise will benefit our clients, who rely on our counsel for their financial health,” said Rod Cruickshank, President and CEO of The Partners Group. “We are offering both our client groups a financially strong partner for the long term and believe that our expanded group of advisors will allow us to service the demand we are seeing in all these areas.”

“We are looking forward to offering The Partners Group’s proficiency in related services to provide a greater depth of financial-related options, in conjunction with our core competencies of financial planning and investment advice,” said Marathon Wealth Management’s president, Doug Van Allen, CFP, noting that The Partners Group is one of the largest independent groups of its kind in the Northwest with a nearly 30 year track record of stability and success.

The firms have compatible cultures, with both maintaining an unparalleled commitment to customer service.

“Although Marathon Wealth Management and The Partners Group have separate histories, we share a common goal of staying independent, focused squarely on our clients’ financial needs,” said Cruickshank.

“We have earned our clients’ loyalty and trust and look forward to expanded opportunities to serve them,” said Van Allen. “Clients can rely on a continued relationship with the consultants they already know and trust, but will have more service options to choose from.”

Among the services […]

2016-10-25T14:30:12+00:00