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ALL THE LATEST FROM THE TPG BLOG

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Image for C2 Solutions (C2) Adds Sterling Seacrest Pritchard to the Roster
November 16, 2023
C2 Solutions

C2 Solutions (C2) Adds Sterling Seacrest Pritchard to the Roster

Sterling Seacrest Pritchard Joins National Leader in Driving Collaborative Solutions in Employee Benefits Consulting November 8, 2023 – C2 Solutions (C2), a national leader in driving collaboration with insurance carriers, vendors and its members, announced today it has added Sterling Seacrest Pritchard as a C2 Member Firm.
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Image for How to Stay Safe After a Winter Car Accident
October 24, 2023
Personal Insurance

How to Stay Safe After a Winter Car Accident

It’s almost winter driving season. While most people know what to do to try to avoid an accident, many don’t know what to do after one. It’s vital knowledge to have, because the aftermath of a crash can be just as dangerous as the crash itself — especially when it’s cold and snowy.
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Image for Lauren Reed, CFP®, Earns CEPA Credentials
October 24, 2023
Wealth Management

Lauren Reed, CFP®, Earns CEPA Credentials

We are pleased to announce that TPG’s Director of Wealth Planning Lauren Reed has become a Certified Exit Planning Advisor (CEPA). As one of just 15 women in Oregon’s total of 66 CEPAs, this is a significant benchmark for Reed as well as for The Partners Group.
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Image for TPG Commentary: Business Succession Planning
October 17, 2023
Wealth Management

TPG Commentary: Business Succession Planning

This quarter, TPG Wealth Management Consultant Bob Noack interviews co-workers John Woolley, CEPA, managing director of wealth management and chief investment officer, and Geneva Stegemoller, wealth management consultant.
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Image for Changes to Form 5500 Will Allow a Greater Number of Small Plans to Avoid the Annual Audit Requirement
October 17, 2023
Retirement Plan Consulting

Changes to Form 5500 Will Allow a Greater Number of Small Plans to Avoid the Annual Audit Requirement

Revisions made to the 2023 Form 5500 relate to SECURE Act amendments made to ERISA. The changes are intended to improve reporting of financial information and plan expenses.
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Image for Empowering Gen Z: Setting Your Youngest Participants up for Success
October 17, 2023
Retirement Plan Consulting

Empowering Gen Z: Setting Your Youngest Participants up for Success

Understandably, companies typically devote considerable attention to assisting participants nearing retirement. But the outsized value of early contributions to retirement readiness means employers should also focus on getting their youngest workers enrolled — and contributing — to their workplace retirement plan as soon as possible.
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Image for 10 ‘Top of Mind’ Retirement Issues for Plan Sponsors
October 17, 2023
Retirement Plan Consulting

10 'Top of Mind' Retirement Issues for Plan Sponsors

Little surprise, participant engagement sits atop the list of short-term priorities for plan sponsors. At the same time, high-profile issues like retirement income, discussed ad nauseam among financial professionals, rated lower among those offering work-based plans.
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Image for Participant Corner: Build a Bright Retirement Future
October 17, 2023
Retirement Plan Consulting

Participant Corner: Build a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial goals.
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Image for A Chat with TPG’s Director of IT Tim Anderson
October 12, 2023
Leadership

A Chat with TPG’s Director of IT Tim Anderson

Tim Anderson joined TPG in 2000 as a systems administrator. Today, he is our managing director of IT and operations and part of our First Team leadership group.
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Image for Divisional Spotlight: Personal Lines
October 12, 2023
Divisional News

Divisional Spotlight: Personal Lines

Each issue, we’ll feature one of TPG’s business divisions to gain a high-level view of their work. This quarter, we spoke with Carrie McHale, managing director of our personal lines division, about how the team is working to elevate and innovate their service.   
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