School Districts 

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.

Are you an employee? Click here.

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.

Employee Education

Retirement education is at the core of everything we do. See the section below for more information.

Plan Documents

We’ll develop and maintain any necessary documents like summary plan descriptions, legal notices, and more.

Online Systems

Participants and plan sponsors receive on-demand access to accounts, reports, performance, and more.

Customer Service

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.

Participant Communication

Leverage our digital systems to keep in touch with your staff. We’ll handle notices and announcements on your behalf.

Roth Deferrals

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.

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One-on-One Appointments

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.

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Employees get access to our forum community.

Smart technology. Dedicated support.
Better financial solutions.
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.