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Wed Jul 2024

Image for TPG as a Platform Company
July 10, 2024
Leadership

TPG as a Platform Company

When you think of platform companies, several may come to mind. Amazon. Airbnb. Google. Facebook.… And TPG? A platform company is defined as “a business that creates value by facilitating exchanges between two or more interdependent groups, usually consumers and producers. These companies reshape traditional business models and create new markets by enabling interactions that were previously difficult or impossible.”
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Image for Divisional Spotlight: Commercial Lines
July 10, 2024
Divisional News

Divisional Spotlight: Commercial Lines

Hear what’s new with the team as well as about their scope of work for the coming year.
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Image for A Focus on Philanthropy: The Paddle Palooza & The TPG Throwdown
July 10, 2024
Philanthropy

A Focus on Philanthropy: The Paddle Palooza & The TPG Throwdown

Giving back to the communities in which we live and work is a fundamental, company-wide effort.
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Image for Innovation: STEERing Toward Efficiency
July 10, 2024
Innovation

Innovation: STEERing Toward Efficiency

TPG’s Betsy Stumme, Executive Vice President of Customer Experience & Operational Efficiency, focuses on delivering solutions that enhance our employees’ efficiency and experience, enabling them to consistently deliver exceptional service to our clients. She co-founded and leads STEER – Spearheading Technology Efficiency, Experience, and Resources – a TPG initiative launched in early 2023.
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Image for Our Culture: Having Fun at Work, Intentionally!
July 10, 2024
Core Values

Our Culture: Having Fun at Work, Intentionally!

At TPG, we do everything with intention – and that includes the good times.
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Image for TPG Commentary: Travel Advice
July 9, 2024
Wealth Management

TPG Commentary: Travel Advice

For this quarter’s commentary, we thought we’d go in a different direction. Brian Kelly is an insurance specialist in our Wealth Management team here at The Partners Group. Brian recently completed extensive travel with his family, including home schooling children along the way! With the summer travel season here, we asked Brian to share a few tips and tricks to help us as we get ready to explore our world.
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Image for Participant Corner: Pop Quiz: How Much Do you Know About Your Retirement Plan?
July 9, 2024
Retirement Plan Consulting

Participant Corner: Pop Quiz: How Much Do you Know About Your Retirement Plan?

Many people often find that they know far less about their retirement plan than they thought. Test yourself with the quiz below and see how much you know about your financial future.
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Image for Cybersecurity and How to Deal with Data Breaches as a Plan Sponsor
July 9, 2024
Retirement Plan Consulting

Cybersecurity and How to Deal with Data Breaches as a Plan Sponsor

Retirement funds are a target for cybersecurity attacks and identity fraud more than ever before. For most people, their retirement account is one of their biggest assets and they rarely check it. This makes these accounts a prime target for cybercriminals.
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Image for When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn’t Necessarily a Way
July 9, 2024
Retirement Plan Consulting

When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn't Necessarily a Way

Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own rules, meaning the named beneficiary on the account will typically inherit the funds, regardless of other estate planning documents.
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Image for Retirement Plan Safe Harbors
July 9, 2024
Retirement Plan Consulting

Retirement Plan Safe Harbors

Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what it means? If that’s the case, you aren’t alone. The term safe harbor comes up a lot with retirement plans. Congress created safe harbors to make plan sponsors feel “safe” and relieved from liability, but sometimes it requires a reminder to recall what these safe harbors really are.
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