Financial Solutions for Your District & Staff
As a school administrator, there’s already plenty on your to-do list. We can help you manage your investments and keep your retirement plan in compliance so you don’t have to.
Retirement Plan Services
We focus on delivering plan administration solutions that help lessen your administrative duties so you can spend more time running your organization.
Plan Administration & Compliance
We’ll handle record-keeping, payroll processing, remittance, and every other aspect of fulfilling legal compliance.
Dedicated Account Service
You’re never alone. We’ll assign a client service team for day-to-day support to ensure you have the support you need.
Retirement education is at the core of everything we do. See the section below for more information.
We’ll develop and maintain any necessary documents like summary plan descriptions, legal notices, and more.
Participants and plan sponsors receive on-demand access to accounts, reports, performance, and more.
Our US-based customer service team is available to assist every weekday from 8AM to 7PM CST.
Loan & Distribution Management
Participants can request loans and distributions to cover unexpected emergencies, big purchases, and other qualifying events.
Leverage our digital systems to keep in touch with your staff. We’ll handle notices and announcements on your behalf.
Participants may contribute to their accounts on a pretax or Roth basis. We’ll handle all the moving parts.
Investment Advisory Services
As an SEC-registered advisory firm, TCG Advisors takes full fiduciary responsibility for qualifying plans and uses best practices to oversee client investments—including a customized investment policy statement, regularly-scheduled investment meetings, and detailed assessments of investment performance.
Fiduciary services cover:
- Retirement plans
- District funds
- Executive financial planning
Premier Participant Education.
Our team of advisors, customer service representatives, and account managers will be there every step of the way.
We’ll set up individual appointments in person or via web conferencing.
Quarterly seminars help employees stay in-the-know.
We provide self-service tools to help assess personal situations.
Employees get access to our forum community.
Better financial solutions.