We design and implement retirement plans tailored to your organization’s primary objectives. We identify your needs, budgeting restraints, and basic provisions to maximize business efficiency and tax benefits. TWG’s professional staff will guide you through each step of the process including:
Retirement laws are complex and, as such, we believe it is necessary to have an open line of communication to provide understanding of the provisions and governing regulations concerning your plan.
TWG provides all on-going services for Defined Contribution and Defined Benefit Plans to maintain plan compliance with retirement regulations.
Among the broad range of consulting and compliance services offered by TWG are defined benefit/actuarial services. Defined benefit plans (including cash balance plans) may be administered by TWG either on a stand-alone basis, or in conjunction with a defined contribution plan as part of a DB/DC combination plan arrangement. Our professional staff has the expertise and up-to-date technology to provide the necessary actuarial and administrative assistance to manage your defined benefit plan:
We perform the following services in order to provide smooth and efficient plan operation:
TWG’s service offerings range from fully-Bundled Arrangements to Unbundled Arrangements, allowing employers the flexibility to craft a retirement program best suited to the needs of both the business and its employees.
Under a “Bundled” Arrangement, TWG will serve as both daily valuation record keeper and third-party administrator (TPA):
Under an “Unbundled” Arrangement TWG will serve as either:
Our professional staff has the knowledge and expertise to help keep your retirement plan in compliance with federal laws and regulations and, should violations occur, our staff can provide methods of correction. We provide the following services, if applicable:
We provide daily recordkeeping for Defined Contribution Plans to track assets and ensure accurate allocation.
TWG Payroll360 seamlessly integrates with leading payroll providers, relieving our clients’ task of transmitting the information. Census and contribution data is transmitted automatically for employers every pay period. With integration, employee contribution changes in TWG’s Retirement Plan Management System are sent automatically and updated in the employer’s payroll system. TWG Payroll—it just works!
TWG Payroll360 integrates with the following providers: