The Partners Group

July 10, 2024

Innovation

Innovation: STEERing Toward Efficiency

TPG’s Betsy Stumme, Executive Vice President of Customer Experience & Operational Efficiency, focuses on delivering solutions that enhance our employees’ efficiency and experience, enabling them to consistently deliver exceptional service to our clients. She co-founded and leads STEER – Spearheading Technology Efficiency, Experience, and Resources – a TPG initiative launched in early 2023.

Image for Our Culture: Having Fun at Work, Intentionally!

July 10, 2024

Core Values

Our Culture: Having Fun at Work, Intentionally!

At TPG, we do everything with intention – and that includes the good times.

July 9, 2024

Wealth Management

TPG Commentary: Travel Advice

For this quarter’s commentary, we thought we’d go in a different direction. Brian Kelly is an insurance specialist in our Wealth Management team here at The Partners Group. Brian recently completed extensive travel with his family, including home schooling children along the way! With the summer travel season here, we asked Brian to share a few tips and tricks to help us as we get ready to explore our world.

July 9, 2024

Retirement Plan Consulting

Participant Corner: Pop Quiz: How Much Do you Know About Your Retirement Plan?

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the quiz below and see how much you know about your financial future.

July 9, 2024

Retirement Plan Consulting

Cybersecurity and How to Deal with Data Breaches as a Plan Sponsor

Retirement funds are a target for cybersecurity attacks and identity fraud more than ever before. For most people, their retirement account is one of their biggest assets and they rarely check it. This makes these accounts a prime target for cybercriminals.

July 9, 2024

Retirement Plan Consulting

When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn't Necessarily a Way

Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own rules, meaning the named beneficiary on the account will typically inherit the funds, regardless of other estate planning documents.

July 9, 2024

Retirement Plan Consulting

Retirement Plan Safe Harbors

Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what it means? If that’s the case, you aren’t alone. The term safe harbor comes up a lot with retirement plans. Congress created safe harbors to make plan sponsors feel “safe” and relieved from liability, but sometimes it requires a reminder to recall what these safe harbors really are.

Image for Two Decades at TPG (and Counting…)

July 1, 2024

Company News

Two Decades at TPG (and Counting…)

With over 28 years in the benefits industry, Holly has spent the last nine years supporting large, multi-specialty healthcare organizations and their clinicians. Her passion is in enhancing the clinician experience and addressing the challenges of the evolving workforce.

Image for The Partners Group & Oregon Medical Association Enter New Chapter

June 28, 2024

Company News