I thought you would find my information about how we help retirement plan sponsors reduce their plan fees and to help you identify additional plan costs, due to terminated plan participant accounts or termination elections from your plan.
Our service is designed to reduce your plan administration costs and to assist plan sponsors/plan participants administered by your plan but are or could be no longer employed at your company or in a transition to retire or making a potential employment change.
Inactive plan participants that are still administered by your plan can be an additional cost, aside from the fiduciary responsibility of a specific plan participant account balance maintained by a plan, considered inactive of employment at your company.
Our firm provides the fiduciary automatic rollover services for terminated or plan participants considering retirement, and to meet the fiduciary requirements of retirement plan transfer rules.
A plan sponsor and or it's plan participants may be exposed to the "conflict-of-interest rule," when plan assets or plan participant accounts are "rolled over/transferred to an individual IRA account with, higher non-disclosed investment costs than the plan sponsored retirement plan participant account costs.
Another service that is very helpful to our clients and beneficial for your corporate sponsored retirement plan; plan comparison analysis about your plan allocation selection and your plan sponsored fees. This analysis will compare your current plan costs side-by-side with thousands of other plans like yours, (we call it benchmarking plan costs) to help you see whether or not your costs are fair and reasonable, by fiduciary standards in a very clear, concise way.
Would you be interested in a brief 30 minutes consultation with me concerning your corporate sponsored plan costs / inactive plan participants costs (if any) is evident?
Our automatic rollover services; side-by-side, cost analysis can be an opportunity to help plan sponsors maintain a fiduciary plan that is cost effective, flexible, better plan allocation and low-cost plan selection venue for plan participants.
If your current plan is; underserved; not having a plan fiduciary bond, not having an Investment Policy Statement, No apparent participant educational support, unreasonable varying investment costs associated with the plan investment selection and other hidden costs that vary your plan investment fee's, then it is likely a plan sponsor may not even be aware of the fiduciary requirement yet alone could be exposed to not acting in a fiduciary manner.
Having us "Benchmark your plan," a fiduciary due-diligence review, will help you, your plan participants avoid high and unreasonable plan costs, with the assurance that all potential conflicts-of-interest are identified and corrected to meet the current 2017 regulations and the stringent fiduciary requirements.
I welcome your inquiry and look forward to arranging a mutual time to discuss your requirements. I can be reached at mgreen@tgacapitalmanagement.com or call me personally at 508-224-9646.
In the interim, you can always visit our advisory site(s) to become more familiar with us or to request more detailed information.
Visit, http://www.tgacapitalmanagement.com and our research site is http://sites.google.com/site/tgagia/
Your inquiry is strictly confidential. Thanking You I am.
Our service is designed to reduce your plan administration costs and to assist plan sponsors/plan participants administered by your plan but are or could be no longer employed at your company or in a transition to retire or making a potential employment change.
Inactive plan participants that are still administered by your plan can be an additional cost, aside from the fiduciary responsibility of a specific plan participant account balance maintained by a plan, considered inactive of employment at your company.
Our firm provides the fiduciary automatic rollover services for terminated or plan participants considering retirement, and to meet the fiduciary requirements of retirement plan transfer rules.
A plan sponsor and or it's plan participants may be exposed to the "conflict-of-interest rule," when plan assets or plan participant accounts are "rolled over/transferred to an individual IRA account with, higher non-disclosed investment costs than the plan sponsored retirement plan participant account costs.
Another service that is very helpful to our clients and beneficial for your corporate sponsored retirement plan; plan comparison analysis about your plan allocation selection and your plan sponsored fees. This analysis will compare your current plan costs side-by-side with thousands of other plans like yours, (we call it benchmarking plan costs) to help you see whether or not your costs are fair and reasonable, by fiduciary standards in a very clear, concise way.
Would you be interested in a brief 30 minutes consultation with me concerning your corporate sponsored plan costs / inactive plan participants costs (if any) is evident?
Our automatic rollover services; side-by-side, cost analysis can be an opportunity to help plan sponsors maintain a fiduciary plan that is cost effective, flexible, better plan allocation and low-cost plan selection venue for plan participants.
If your current plan is; underserved; not having a plan fiduciary bond, not having an Investment Policy Statement, No apparent participant educational support, unreasonable varying investment costs associated with the plan investment selection and other hidden costs that vary your plan investment fee's, then it is likely a plan sponsor may not even be aware of the fiduciary requirement yet alone could be exposed to not acting in a fiduciary manner.
Having us "Benchmark your plan," a fiduciary due-diligence review, will help you, your plan participants avoid high and unreasonable plan costs, with the assurance that all potential conflicts-of-interest are identified and corrected to meet the current 2017 regulations and the stringent fiduciary requirements.
I welcome your inquiry and look forward to arranging a mutual time to discuss your requirements. I can be reached at mgreen@tgacapitalmanagement.com or call me personally at 508-224-9646.
In the interim, you can always visit our advisory site(s) to become more familiar with us or to request more detailed information.
Visit, http://www.tgacapitalmanagement.com and our research site is http://sites.google.com/site/tgagia/
Your inquiry is strictly confidential. Thanking You I am.
Sincerely,
Michael D. Green, Principal, Principal
mgreen@tgacapitalmanagement.com
TGA Capital Management
http://www.tgacapitalmanagement.com
http://tgacapitalmanagement.blogspot.com/
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