Simplify Retirement Plan Management with Recordkeeping Services

Clear. Compliant. Customized.

Managing retirement plans is complex—we make it easier. At TCG, a HUB International company, our recordkeeping services are designed to streamline plan administration, reduce risk, and ensure seamless compliance—so employers can focus on their people and their mission.

Why Partner with TCG, a HUB International company?

Built for Simplicity & Accuracy

Our platform handles the daily demands of retirement plan recordkeeping—tracking contributions, monitoring transactions, and managing participant data—with precision and transparency.

Seamless Payroll Integration

No more manual headaches. We offer flexible integration with payroll systems, even across multiple entities and pay schedules, ensuring accurate and timely processing.

Compliance Confidence

We help reduce the administrative burden and keep aligned with evolving regulatory standards. From facilitating annual notices to tracking eligibility, our service protects the organization and the participants.

Transparent Pricing

No surprises. We’re upfront about our costs, and our services are priced to reflect the value and clarity we deliver. From recordkeeping and administration to optional financial wellness tools, employers choose what fits their goals.

Participant & Sponsor Experience

Seamless Participant and Sponsor Experience with powerful tools, personalized guidance, and real-time insights to drive better retirement outcomes for everyone.

Dedicated Support & Financial Guidance

Our team is here —whether it’s onboarding assistance, live customer service, or one-on-one financial education for employees. We help every participant make confident, informed decisions.

Participant Experience that Builds Trust

Give employees the tools they need to take control of their financial future. Our intuitive participant portals provide real-time access to account information and transaction history, helping users stay informed and engaged.

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Responsive, Live Support

We go beyond technology—with Live, U.S.-based customer support that’s responsive, knowledgeable, and available in multiple languages to serve diverse employee populations.

Virtual 1:1 Meetings

Virtual meetings for personalized help on how to pursue financial goals.

Seamless Onboarding & Ongoing Support

From seamless onboarding to ongoing support, our goal is to make each participant feel informed, empowered, and cared for.

Time is Valuable. Let’s Make the Most of It.

Plan Sponsor Experience Designed with Employers in Mind

Plan Sponsors deserve a partner who understands their responsibilities—and helps lighten the load.

Dedicated Service Team

At HUB, we provide a dedicated service team that works closely to manage the plan efficiently. Our team ensures the plan stays compliant, the reporting is accurate, and the questions are answered quickly.

Simplified Administration

We simplify complex tasks like contribution processing, eligibility tracking, and annual notices, with clear dashboards and actionable insights—so plan sponsors can focus on strategic decisions instead of administrative headaches.

Tailored Workflows

Whether handling one payroll schedule or coordinating across multiple entities, we tailor our services to meet plan sponsors unique structure and workflow.

Plan Sponsor Portal Overview

Sales decks, retirement planning resources, guides, and other resources