YOUR CUSTOM RETIREMENT PLAN SPECIALISTS

A LITTLE ABOUT US

TG Benefits, Inc. is more than a Third Party Administrator for Qualified Retirement Plans. We are specialists who design and administer retirement plans. We are consultants who work with you and your investment advisor to understand your specific needs and goals to develop a customized solution. We are dedicated to providing our clients superior customer service with our exceptional knowledge-based expertise. Our passion is retirement plans.

PROFESSIONAL

THIRD PARTY ADMINISTRATION FOR QUALIFIED PLANS

TYPES OF

PLANS

401(K) | SAFE HARBOR | PROFIT SHARING | NEW COMPARABILITY | 403(B) | MONEY PURCHASE | CASH BALANCE

DEDICATED

CONSULTANTS WORK WITH YOU AND YOUR ADVISOR

IDENTIFY & UNDERSTAND

YOUR GOALS

WE DEVELOP PERSONALIZED SOLUTIONS AND PLANS TAILORED FOR YOU AND YOUR GOALS

MANAGEMENT

PLANING TO IMPLIMENTATION AND REPORTING

WE HANDLE THE

ADMINISTRATION

PLAN DESIGN | DOCUMENT PREPARATION | PLAN INSTALLATION | COMPLIANCE REPORTING | GOVERNMENT FILINGS | ANNUAL REPORTING AND ADMINISTRATION | PLAN TERMINATION

SUPERIOR

CUSTOMER SERVICE AND CLIENT CARE

PASSIONATE ABOUT

RETIREMENT

WE ARE DEDICATED AND TAKE PRIDE IN OUR WORK WHICH IS BACKED BY EXCEPTIONAL KNOWLEDGE AND EXPERTISE

SERVICES

DC ADMINISTRATION

  • 401(k) Plans
  • Profit Sharing Plans
  • New Comparability Plans
  • 403(b) Plans
  • Money Purchase Plans
  • Cash Balance Plans

SIMPLE START 401(K)

For many Companies, deciding if a 401(k) Plan is right for them is a decision that is confusing and overwhelming. TG Benefits, Inc. Simple Start 401(k) Plan is easy to understand and affordable.

SIMPLE START FEATURES

  • Employer selected eligibility period
  • Different options of Employer Safe Harbor Contributions
  • No Non-Discrimination Testing
  • For plans under 50 participants
  • Work with preferred Recordkeepers
  • Can allow for Participant Loans
  • Can allow for Rollovers into Plan
  • One-time initial plan document fee of $400
  • Annual Maintenance Fee of $600
  • Ability to upgrade services if needed

MANAGEMENT ADMINISTRATION

  • Plan Design
  • Document Preparation
  • Plan Installation
  • Compliance reporting
  • Government Filings
  • Annual reporting and administration
  • Plan Termination

WE WORK AS A TEAM

FINANCIAL ADVISORS

Our primary focus

is delivering the best administration services. The primary way we do that is by partnering with great Financial Advisors who are committed to the Retirement Plan Business. We view ourselves as part of your team and a resource to help you serve your existing clients and help acquire new ones. Through our consulting and plan design services, we can assist you in most aspects of the plan sales and implementation process. We can complete a document review to see if there might be any ways to improve the plan, assist and complete plan setup paperwork and attend client meetings. We understand that for most advisors Retirement Plans are only part of your business. Partnering with our firm will bring the expertise needed to help in the sales process.

READY TO INVEST IN YOUR FUTURE?

CONTACT

SNAIL MAIL

TG Benefits, Inc.
PO Box 45828, Madison, WI 53744

CALL US

Phone: 1.608.212.9565

EMAIL US

info@tgbenefits.net