I would be pleased to submit a eview of your plan and offer the services of TGA Capital Management to assist in the administration of your company's plan.
I will provide a general outline of current features and design characteristics disclosed in the most recent filing of your US Department of Labor Form 5500.
This proposal also includes information on my background and expertise in qualified-plan management, as well as discussion and recommendations based on an analysis of available plan information.
Our objective is to create a plan that will lower your costs, increase investment performance and provide superior service to both you and your employees.
TGA Capital Management is a professional organization that offers retirement plan consulting, administration and actuarial services to sponsors of Defined Benefit and Defined Contribution Plans, including 401(k) Plans.
We are an independent, service only organization committed to providing personalized, Knowledgeable retirement plan services at a fair price. With many years of experience in the pension and financial industries, our goal is to help address the broad scope of issues faced by sponsors of corporate, tax exempt, governmental, partnership and sole proprietorship retirement plans.
Our broad array of services includes:
Consulting
• Evaluation of retirement and executive deferred compensation programs
• Plan design and installation
• Cost analysis of current and alternative plan designs
• Compliance review and advisement
• Nondiscrimination analysis and testing
• Retirement income projections
• Asset Liability Modeling study
Actuarial Services
• Annual actuarial valuations
• Plan design, benefit enhancement and plan replacement analysis
• Retirement benefit calculations, projections and valuations
• Actuarial calculations required for reporting pension and post-retirement welfare benefits in accordance with Financial Accounting Standards Board (FASB) requirements
• Plan termination services
Plan Administration (Defined Contribution and Defined Benefit Plans, as appropriate)
• Daily valuation of participant defined contribution accounts
• Toll free Benefits Hotline – customer service representatives available to participants
• Participant account/benefit statements - quarterly or annually as appropriate
• Reconciliation of census information and maintenance of employee data base
• Retirement and other termination account/benefit calculations
• IRS Annual Report Form 5500 preparation
• Annual nondiscrimination compliance testing
• Plan document and Summary Plan Description preparation
Investment Choice and Flexibility
TGA Capital Management and our TPA provide a wide variety of investment options that give you unmatched flexibility. Our commitment to open architecture means that there are absolutely no proprietary fund requirements.
Our objective is to create a plan that will lower your costs, increase investment performance and provide superior service to both you and your employees.
TGA Capital management is a 30 year experienced advisory and is a fee-only services and the firm is a Registered Investment Advisory providing full plan cost transparency and we provide services strictly on a fiduciary basis and as a financial adviser the firm is involved with the qualified plan market for the past 30 years.
The advisory can be reached by email. Just email me at mgreen1@greenadvisory.com to receive without obligation your customized plan proposal or for more detailed information.
Warmest Regards,
Michael D. Green, Principal
Website; http://www.tgacapitalmanagement.com
1-508-224-9646
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