ALL THE LATEST FROM THE TPG BLOG

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.

With over 28 years in the benefits industry, Holly has spent the last nine years supporting large, multi-specialty healthcare organizations and their clinicians. Her passion is in enhancing the clinician experience and addressing the challenges of the evolving workforce.

As the exclusively endorsed insurance broker of the Oregon Medical Association (OMA) since 1999, The Partners Group (TPG) is proud to announce a new era in our storied partnership with a new OMA medical professional liability insurance carrier, MagMutual Insurance Company.

An engaged workforce can improve retention, productivity, customer satisfaction, and profitability.

Return to human-centered fundamentals when considering the future of work.

Setting goals with intention will help your workforce feel more connected to your organization.

Learn about which repairs can wait and what must be fixed right away.

Read all the good and not-so-good trends for the year.