For those of you with calendar year plans, you’ve likely started receiving messages from your recordkeeper or TPA to submit your compliance testing data for…
By Bonnie Treichel Chief Solutions Officer Endeavor Retirement (as excerpted from The Compass Newsletter, published on 12/29/22) Congress brought holiday cheer to savers,…
During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. We also…
In October 2022, TPG announced major changes to our executive leadership. As of January 1, 2023, company founder and longtime CEO Rod Cruickshank transitioned to…
Wealth Management: John Woolley, Managing Director & Chief Investment Officer Each issue, we’ll feature one of TPG’s business divisions to gain a high-level view…
How does a former marine engineer for fishing vessels wind up in the insurance and employee benefits industry? It turns out there are significant similarities.
