Retirement Plan Consulting2018-08-31T10:13:51+00:00

 

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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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FINRA BrokerCheck

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

A Retirement Plan 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:


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 401K consulting services

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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 partner 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 7 and 66 securities licenses

503-726-5712   |   npond@tpgrp.com

Nicole Pond is affiliated with Geneos Wealth Management, Inc.

eroselle

Emily is the main point of contact for client and participant requests. She assists with plan design, benchmarking, plan transitions and implementation, and operational and participant questions. Emily has been a member of our retirement team for 10 years.

She earned a degree in biology from the University of Oregon. Emily enjoys camping, working on home improvement projects, and adventures with her husband and son.

  • Holds series 7 and 66 securities licenses

503-726-5684   |    eroselle@tpgrp.com

Emily Roselle is affiliated with Geneos Wealth Management, Inc. 

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.

503-941-4310   |    aroman@tpgrp.com

Adriana Roman is affiliated with Geneos Wealth Management, Inc. 


Resources

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

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.