Wed Apr 2024

The group fosters intentional connections, both professionally and socially.

Hear what’s new with the team as well as about their scope of work for the coming year.

Giving back to the communities in which we live and work is a fundamental, company-wide effort.

TPG now offers a PEP to our clients – this option can save time, money, and headaches.

Once a year, we don our TPG swag and head into the trees for a company retreat.

For this quarter’s commentary, we enlisted the help of Ashley Krause, a senior care advisor with Senior One Source. Ashley was the main presenter at our senior care gathering for clients in March, and we found her material so important that we chose to share it with all of our clients.

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security. Even if your employer's contribution is modest, neglecting to participate means leaving money on the table.

Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster more active engagement with their retirement plan and their financial future.

Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment trusts, holding $1.76 trillion in assets compared to $1.71 trillion in CITs, TDF assets in CITs are expected to overtake assets in mutual funds this year as fiduciaries continue to look for ways to reduce fees and access innovative solutions.