Source: Financial Advisor IQ What’s the most effective tool you’ve used to help increase contribution rates? Dennis Bielik, of TCG Advisors in Austin, Texas, has been in business 20 years and manages $3.5 billion: Participants are unlikely to have access to other...
The third quarter showcased similar volatility to that seen in the 2nd quarter with significant swings in equities. Going into the quarter we saw risk assets sell off over the summer months only to recoup those losses and more during September. A few of the key...
The IRS has released the Annual Plan Limitations for 2020 for defined contribution and defined benefit plans. The 403(b), 457(b), & 401(k) elective deferral limits, catch-up limits and other key limits for 2020 have changed and are listed below. 2019...
Written by Mike Cochran Eighteen years ago, the Texas Legislature implemented what could arguably be described as the best system in the U.S. for regulating 403(b) plans in Texas public schools. In 2019, the Legislature dismantled that system. The Legislature...
Written by: Matt Escalante We all know kids can be expensive when you add up the costs for everyday essentials such as food, clothing, daycare, etc. (just to name a few). The moment a child is born, the clock starts ticking on developing a proper plan for one of the...
On June 27, 2019, the Financial Times released an article to announce the top 300 Registered Investment Advisors in the United States, and TCG Advisors is excited to announce that we made the cut! Over the past several years, we have been scaling to serve more clients...
