Investment Professionals & CPA’s, Partner With Us
- We are your Retirement & Pension subject matter experts – expand your offerings with TPS Group
- Offer a more well-rounded suite of services
- We provide a presence at the point of sale
- We offer a thorough knowledge of various record-keeping platforms
- Creative retirement & pension plan design based on the client’s unique goals and objectives
- Dedicated “conversion team” for a smooth transition
- Assistance at employee enrollment meetings
Resources & Downloads:
- Census Template
- New Client Information Form
- Compliance Dates & Deadlines
- Creative Retirement Plan Design Presentation
- Cash Balance Plans Presentation
- Cash Balance Proposal Request Form