The Partners Group

Image for TPG Commentary: Bonds – Investment Cornerstones

October 16, 2024

Wealth Management

TPG Commentary: Bonds – Investment Cornerstones

Including bonds in your portfolio can help diversify your investments.

Image for The Partners Group Announces Joining With Amalyn Consulting

October 16, 2024

Company News

The Partners Group Announces Joining With Amalyn Consulting

Insurance, consulting, and financial services firm The Partners Group (TPG), founded in 1981 in Portland, OR, is pleased to announce their joining with Amalyn Consulting, an insurance firm based in Scottsdale, AZ, that offers employee benefits and business consultation services.

October 8, 2024

Retirement Plan Consulting

Participant Corner: How Much Do You Know About Target Date Funds?

The average person is likely unfamiliar with the term “TDF” however it is the most utilized and fastest-growing investment option in an employer-sponsored retirement plan. As a plan participant, it is essential to know what you are investing in.

October 8, 2024

Retirement Plan Consulting

The Road to 15%: Helping Participants Navigate Toward Retirement Readiness

Many advisors recommend saving 15% of pre-tax earnings, including any employer match, to prepare for a secure retirement — but to accomplish this, timing is crucial.

October 8, 2024

Retirement Plan Consulting

IRS Issues Guidance on Student Loan Matching

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between $20,000 and $25,000.

October 8, 2024

Retirement Plan Consulting

A Fiduciary Focus on Forfeitures

Roughly a year ago, a pair of attorneys located in Pasadena, California launched the first of what would become a series of lawsuits targeting the use of plan forfeitures to offset employer contributions as a breach of fiduciary duty.