Retirement Programs for Nonprofit Organizations

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Delivering retirement solutions of great value to your employees


As a nonprofit organization, our retirement consultants will partner with you to identify your unique needs, and design a competitive and cost-effective retirement program that helps you recruit and retain your best employees. Our consultants can help you design or redesign ERISA and Non-ERISA 403(b) plans, and 401(k) plans for nonprofit organizations. We can even provide additional fee-based services for assistance with IRS and DOL self-correction programs (EPCRS and VCFP) and correction assistance for failure to file form 5500. Our in-house team is ready to deliver excellent solutions that can benefit your nonprofit organization.

What you can expect:

Employee Advising & Enrollment

Our consultants are available to conduct group and one-on-one employee benefit and enrollment meetings throughout the year or as needed.

Communication Material

Our consultants will prepare a variety of communication materials for you, ensuring ERISA-covered plans are compliant with DOL ERISA regulations.

Plan Document Services

We offer the ability to deliver customized 403(b) plan documents for your nonprofit organization. Employee communications are also posted on our website.

Personalized Customer Service

Our customer service specialists are available to answer questions about participant accounts and assist participants with enrollment, and obtaining loans and distributions. TCG Advisors is available to assist participants with making informed investment decisions.

Compliance Services

Your plan will be administered in compliance with applicable federal and state laws and we will also prepare any required state filings related to the plan. Our compliance services include annual compliance testing and government reporting for ERISA plans.

Professional Investment Management

As an SEC-registered advisory firm, TCG Advisors takes 100% fiduciary responsibility (in writing) and uses “best practices” to oversee our clients’ investments—including a customized investment policy statement, account access 24/7/365, regularly-scheduled investment meetings, and detailed assessments of investment performance—using a multitude of measures. If you have a trusted investment advisor that you prefer to keep, we are able to structure them into the program.

Ready to learn more?

 
Contact us using the link below to connect you with an agent that will answer any questions you may have and show you how our solutions can work for your organization.

Request more information

DISCLOSURES

Investment advisory services are provided by Total Compensation Group Investment Advisory Services LP (“TCG Advisors, LP”) a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) and a registered municipal advisor regulated by the Municipal Securities Rulemaking Board (MSRB), subject to the Rules and Regulations of the Investment Advisor Act of 1940 and MSRB rules. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. TCG Advisors, LP is a part of TCG Group Holdings, LLP. We are located in Austin, Texas. A copy of TCG Advisors' Form ADV Part II is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.

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