The IRS has released the Annual Plan Limitations for 2024 for defined contribution and defined...
Retirement Planning
Planning for retirement can be difficult. Learn how to prepare for retirement, what types of retirement plans available and how they work.
Retirement Travel: Budgeting and planning for travel adventures during retirement.
You’ve been working for years, maybe decades, and there hasn’t been all that much time for travel. Retirement will bring a new level of time freedom and leisure, and you may be eager to explore the world in a way you have not yet been able to do. Don’t leave the...
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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...
FICA Alternative Account Access
401(k) Enrollment Guide
How to Login to Your 401(k) account! Start at www.tcgservices.com and click Login. Click "Portal Login" under Group Retirement Plans Follow the steps on screen to enter your username (Social Security Number) and password (Date of Birth), select participant, and click...
2022 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2022 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below.Click here to download a PDF version of this...
TRS Retiree Employment after Retirement Changes Made by the 87th Regular Session of the Texas Legislature
Written By: Mike Cochran Major changes made by several bills that have been passed and signed into law by the Governor or are on his desk as of this date and expected to be signed, which will affect rehired retirees from the Teacher Retirement System of Texas (TRS)....