Retirement Plan Considerations at Different Stages of Life Throughout your career, retirement...
Retirement Planning
Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.
You Need a Financial Advisor, and Here’s Why
You Need a Financial Advisor, and Here's Why With contributions from Mark Essenfeld, CFP®, AIF® Many people struggle with decisions in life that have financial implications; and the struggle is typically based upon the life implications of the decision rather than...
Sign up for email updates
Three Equity Compensation Tips to Consider When Planning for Retirement
Equity compensation has become increasingly common – for good reason. If your early-stage company goes public, or gets acquired, that equity compensation can be a significant source or income now and as a retirement plan. Owning stock in a company that is already...
Retirement Preparedness in Under 45 Minutes
Today's presentation is understanding TRS and social security for educators. My name is Edgar Ortiz. I'm a senior retirement planning specialist. My info is on the screen. You can make an appointment via email phone call use a virtual session or if your tech savvy you...
Do you need a financial advisor in retirement?
Retirement is a massive life change and mindset shift. When you go from accumulating assets to distributing assets to provide for your lifestyle, it is best to consult with a professional to help you make prudent decisions. A financial advisor will help you create an...
Retiring with Confidence
I want to start by introducing our two panelists today. Justin Fellers is a senior retirement plan specialist who educates plan participants provides investment guidance and councils employees to make their desired retirement picture reality. Justin is a graduate of...
Are Millennials Forced to Plan for Retirement Years Earlier Than Boomers?
Written by: Chris Jamail Millennials have been accused of being entitled, but what if the truth is that they’re paying closer attention to the future than their parents did? A recent study found that 36% of Millennials are planning for retirement (compared to 31% of...
10 Minute Retirement Planning Seminar
Hello everybody. My name is Darrell Smith. I'm with TCG group Holdings. I'm here today to talk to you about retirement plans and services that you have available through your employer. We focus on Educators and your retirement plans and needs and options. One of the...
457(b) Enrollment Guide
Create your account in minutes! Start at www.tcgservices.com/enroll. Enter the name of your employer and choose the 457(b) Savings Plan. Follow the steps on screen to select your salary contribution and investment options*. Don’t forget to designate an account...
403(b) Enrollment Guide
Registration Instructions Step One: Create an account with an approved vendor Visit www.tcgservices.com/documents. Search for your employer and open the 403(b) Approved Vendor list. Do your research and contact a vendor on the list directly to establish your...
FICA Alternative Account Access
401(k) Enrollment Guide
Create your account in minutes! Start at www.tcgservices.com/enroll. Enter the name of your employer and choose the 401(k) Savings Plan. Follow the steps on screen to select your salary contribution and investment options*. Don’t forget to designate an account...