Esc Region 10 Retirement Asset Management Services Reviews

TCG: Retirement Plan Administration, Consulting Services, and Fiscal Wellness

Commencement Financial: Employee Benefits and Administrative Services

TCG has been working with OMNIA Partners/Region iv ESC Co-op for over 15 years to provide investment and retirement plan administration services. Today, TCG and First Fiscal Grouping of America (FFGA) work together to provide the employee benefits through this contract. TCG still handles all the retirement services and plans and FFGA provides the Department 125 do good plans and services for the Co-op.

About TCG

TCG was established to come across the unique needs of school administrators and government employers who are facing challenges like growing populations, shrinking budgets, and stringent compliance standards. We provide retirement plan assistants, institutional investment advice, fiscal wellness, and cyber security solutions for organizations of all sizes.

Today, TCG is proud to serve over 900 agile plans, managing over $3.2 billion and administering over $10 billion. Our focus is to provide independent, objective communication and nugget management, helping provide peace of mind in an otherwise hectic environment.

Why Choose TCG?

• We provide sophisticated investing, consulting, and retirement plan solutions
• We human action every bit fiduciaries with a legal duty to human activity in our clients' all-time interest
• TCG Is able to act as a third political party consultant or as the plan provider
  

Almost Outset Fiscal Group of America

Commencement Financial was established in 1969.  We are headquartered in Houston, Texas, and take satellite offices in Texas, New Mexico, North Carolina and Louisiana. First Financial currently services more than 500 School Systems and Regime Entities. In September 2016, we teamed up to start working with TCG on the OMNIA Partners / Region 4 ESC 125 Co-op. Showtime Financial provides Department 125 benefit plans and services, while TCG handles all retirement services and plans for the Co-op.

The OMNIA Partners / Region 4 ESC 125 Co-op goes out to bid for the benefit plans every three years and evaluates vendors based on who offers the best do good plans, value-adds, enrollment ease, electronic capabilities, claims processing and time frame, stability, insurance ratings and performance guarantees

When you work with Beginning Fiscal, you volition receive:

• Tailored value to the employer
• Personalized value to the employee
• Fully-licensed, salaried account managers to educate employees on benefits and assist with enrollment
• Customized benefits packages that fit within your budget

Our Mission Statement:

Get-go Fiscal'due south mission is to provide best-in-form customer service with convenient group health solutions and administrative services.

U.S. Communities and National IPA, both wholly-owned subsidiaries of OMNIA Partners, have come together as OMNIA Partners, Public Sector. All public sector participants already registered with National IPA or U.S. Communities continue to have access to all contracts, with certain exceptions, in the portfolio and do not need to re-register to use a legacy National IPA, legacy U.Southward. Communities, or new OMNIA Partners contract. U.South. Communities and National IPA remain separate legal entities and lead agency contracts completed nether each make are effective and available for use through the contract'southward approved term. In the event we believe re-registration is necessary for any reason, OMNIA Partners will let you know.

At First Financial, our sole purpose is to provide fiscal security solutions to our customers. We strive to accomplish this goal by making insurance understandable, accessible, and economic through an assortment of reliable services.

Since 1966, First Financial has successfully provided a diversity of services, insurance and retirement plans to public schools and governmental entities. First Financial has an understanding of the needs of both certified and classified personnel and offers quality products specifically designed to arrange both. Our noesis of employees' needs better enables us to provide superior products and services to our valued customers. We volition provide you and your employees with solutions for current and future needs.

Here is a quick overview of what we offer each of our clients.

Benefits Consulting
We help y'all with all aspects of do good program design, communication needs and employee educational activity through our comprehensive, integrated approach.

Authoritative Solutions
Our full range of services such as online billing, record keeping and program evaluation will proceed your arrangement'south benefits running smoothly and efficiently.

Enrollment Services
We are with you every step of the style to educate and assist, whether information technology's in person or online.

Investment Options
With people living longer, healthier lives, employees tin can program for a comfy retirement with one of our quality retirement plans.

Health SAVINGS Account	HSAs vs. FSAs
FLEXIBLE SPENDING	Department 125

Managing an organization'southward retirement plan involves many moving parts, and the tasks involved can finish upward taking much of your valuable fourth dimension. When you partner with TCG, you lot are collaborating with a squad of professionals who leverage experience and technology in an effort to decrease your administrative duties and help enhance the plan participant experience.

TCG Administrators assistance provide:

• Full-service administration of retirement plans such as 403(b), 457(b), 401(a), 401(chiliad), and FICA Culling
• Compliance oversight and inspect back up
• 24/vii online systems for program sponsors and program participants

MAPP

We are proud to offer the Managed Asset Portfolio Program (MAPP)—a service designed to meet the unique fiscal objectives of school districts and municipalities. We utilize proven strategies managing portfolios to help run across your cash flow needs and help maximize yield. We invest in accordance with the core principles of the Public Funds Investment Act and your local policy.

How we accomplish this:

• We focus on rubber, liquidity, and yield
• We create a custom investment strategy based on your organization's fiscal picture
• We consistently fine-tune the program to manage current and future gamble

Institutional Retirement Programme Advisory

Our goal is to help alleviate you of the administrative burdens normally associated with managing employee retirement plans and investments and then you can focus on the higher-level tasks of running your organization. Leave the piece of work to a team of professionals who volition work on your behalf and help participants reach closer to a successful retirement.

How nosotros practice it:

• We focus on improving participant teaching & outcomes
• Nosotros manage fees, funds, and fiduciary responsibilities
• We keep y'all informed for all industry trends

FinPath

Most Americans face financial stress because they spend all their fourth dimension making money and not near enough time managing it properly. Not knowing how to properly budget, allocate, and invest your money is a recipe for fiscal failure.
We sympathize that while people of distinct socioeconomic backgrounds face hardship at different respective income levels, financial stress is nowadays and can take a detrimental toll on their personal wellbeing. FinPath provides solutions that help empower individuals of all income backgrounds to save for a secure financial future.
Our squad strongly believes the best approach to reach financial wellness is through continuous education and active engagement with financial coaches that help bridge gaps on circuitous topics. These same core ideas power FinPath and our mission to meliorate the fiscal future of our communities.

The program incorporates the following:

ane. Learning Modules

• The first level of service provides users with engaging Learning Modules (bachelor in Spanish) that empowers them to make sound financial decisions. These self-guided modules cover over 25 financial topics, including:
  • TRS
  • Social Security for educators
  • Savings rates
  • Banking
  • Managing debt
  • Impact of interest rates
  • Importance of credit scores
  • Financing college education
  • Renting vs owning a dwelling
  • Buying a car
  • Taxes
  • Insurances
  • Protecting elderly from fraud

2. Planning Toolkit

• In addition to the features of Base Campsite, this plan provides users a platform that assesses their current financial situation and provides actionable steps to help improve it.
• How it works:
  • Participants take a comprehensive assessment and receive a financial health score
  • The system generates a detailed, goal-oriented program
  • A dashboard of actionable steps to take keeps participants accountable and helps improve their health score
  • Contests and incentives assist keep employees engaged (optional)

3. Live Advisor Support

• Connecting your staff members with not-biased Alive Support is crucial to their financial health. TCG Fiscal Wellness Coaches are available for grouping workshops and aid via phone, chat, or email.

4. Monthly courses through FinPath University

• Our monthly courses follow a curriculum designed to help people through both the basic and the circuitous aspects of financial planning. Each course is taught past an counselor for TCG, and the teacher can be made available to any participant for follow-up questions.

TCG provides sophisticated investment and consulting solutions, and we act as fiduciaries with a legal duty to deed in our clients' best interest. Investments are managed by a team of investment professionals on a fee-only basis; nosotros comprehend everything from pension plans and OPEB trusts to operating funds and bond proceeds management. In addition to investment consulting, we as well provide retirement plan consulting and can assist your system with RFPs, investment menus and plan blueprint, and executive compensation and incentive plan design.

Everything we practice with regard to consulting is accomplished in-house past a team of professionals that are dedicated to providing you and your employees with elite customer service.

iLock 360

Regarded equally one of the fastest growing crimes in the earth, identity theft occurs when personal identifiable information (PII) is accessed without permission with the intent to be sold, distributed, or misused. In 2015, identity fraud afflicted thirteen.i meg consumers costing a full of $15 billion. Our protection solutions tin can help you continue living your life without worry.

Y'all demand protection you can rely on.

The truth is that everyone can go a victim of identity theft. Remember about some of the means in which y'all share your personal data—your bank, your social media accounts, and your employer. If they experience a security breach, your information can country in the hands of unwanted people.

With iLOCK360 protection, you lot can expect:

• Complete CyberAlert ℠ coverage
• Protection of your identity 24/7/365
• Easy online account direction

WEBINAR Series

---

OVERVIEW OF SERVICES	OMNIA Partners & TCG
RETIREMENT PLANS BROCHURE	FINPATH FINANCIAL WELLNESS
SPECIALIZED CONSULTING	MAPP
CYBER SECURITY	5 PILLARS PHILOSOPHY

spainmocce1965.blogspot.com

Source: https://www.omniapartners.com/publicsector/suppliers/tcg-consulting/overview

Share this post