ALL THE LATEST FROM THE TPG BLOG

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.”

Hear what’s new with the team as well as about their scope of work for the coming year.

Giving back to the communities in which we live and work is a fundamental, company-wide effort.

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.

At TPG, we do everything with intention – and that includes the good times.

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.

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.

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.

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.

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.