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Fast Facts

88% of workers believe their employer should provide assistance to save for retirement*

82% of workers lack confidence
they can live comfortably throughout
their retirement years**

 

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*A light Solutions, Hot Topics in Retirement, 1/2018
**EBRI Greenwald Retirement Confidence Survey, 3/2017

Retirement Benefits Backed by Trust
and Knowledge

Here for you, every step of the way

Think of us as an extension of your staff — here to make life easier. Let’s look at your goals, the potential financial impact to your bottom-line and how to best serve you and your employees. 

 

Who We Serve

We work with employers of all sizes who care about their employees’ financial wellbeing, as well as maintaining and building their competitiveness via benefit programs that attract/retain high end employees.


Services

Elevate your retirement plan
A comprehensive approach to plan design improves employee engagement and retirement outcomes. Looking for outside-the-box thinking to inspire new ideas? We have it. This insight allows us to provide strategic perspective —important to your plan’s success.

 

You care about your employees
Get a key resource in creating a vision for the financial future of you and your employees. Here’s how we’ll help the different areas of your organization:

 

You care about your employees
Get a key resource in creating a vision for the financial future of you and your employees. Here’s how we’ll help the different areas of your organization:


Education

Your retirement education
Retirement plans can be complicated, but you don’t have to know all the ins and outs yourself. We focus on both employer and employee education by:

  • Facilitating and coordinating employee education and services.
  • Better aligning you and your employees for financial wellness.
  • Explaining how employee benefits factor into overall compensation.
  • Simplifying the complexity of your fiduciary duty.


Next Steps

Let’s look at your goals, the potential financial impact to your bottom-line and how to best serve you and your employees.

Contact us today! 

Download our one sheet on TPG’s retirement benefit consulting services

Helpful articles and videos


Your Dedicated Retirement Team

Our approach to consulting can be expressed in two words:  listen and deliver. We’ll listen to your needs and concerns, then deliver results that exceed your expectations.

Get a knowledgeable team that is down-to-earth and approachable. We look forward to getting to know you, your organization and your employees.

npond

Nicole brings 13 years of financial service experience to the team; seven of them spent working with corporate retirement plan clients for a global financial services company. In 2016, she started managing the retirement department and became a shareholder in the firm.

She earned a degree in business administration from the University of Oregon. She enjoys camping, cooking, and traveling with her husband.

  • Awarded National Association of Plan Advisors — (NAPA) Top Women Advisor
  • Nominated for NAPA’s 2015 Top 50 Under 40
  • Holds series 66 securities licenses

Contact:  npond@tpgrp.com   |   503.726.5712

With more than 20 years of experience in the retirement plan field, Kent has designed and implemented retirement plan strategies, integrated executive compensation programs, and employee financial wellness programs for large, medium and small employers. His collaborative approach to working with clients to help improve business performance has been the cornerstone of his career.

Before joining The Partners Group, Kent was employed as a Vice President of Sales with a Fortune 500 retirement plan company. Kent enjoys the opportunity to partner with his clients to design creative and innovative retirement plan and executive compensation solutions. He started his career in private practice serving regional clients of all sizes.

Kent has lived in Beaverton for 30 years and when not at work, he spends time with his wife, 2 daughters, 4 grandkids, family, friends, and neighbors hosting food and fun whenever possible. He has been active in school fundraising, parent leadership, school sports, business boards, neighborhood service, and financial advocacy.

Contact: ksmothers@tpgrp.com | 503.380.8170

eroselle

Emily is the main point of contact for TPG’s retirement plan client and participant requests. She assists with plan design, benchmarking, plan transitions and implementation, as well as operational and participant questions. Emily has been with TPG for over 12 years and enjoys helping people prepare for their future.

She earned a degree in biology from the University of Oregon (Go Ducks!), and enjoys camping, working on home improvement projects, and adventures with her husband and two children.

  • Holds series 66 securities licenses

Contact: eroselle@tpgrp.com   |   503.726.5684

Adriana’s focus is on the day-to-day internal operations and serves as support to the team and our clients. She has over 20 years of experience in the financial industry. She enjoys traveling with her husband and two children, cooking and spending time with her family.

Contact: aroman@tpgrp.com  |   503.941.4310


Resources

Access your fiduciary briefcase: (Please save this link to your favorites)