Listen to John Woolley, CEPA , Managing Director of Wealth Management and Chief Investment Officer, and Lauren Reed, CFP®, Director of Wealth Planning, discuss the…
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations choose to establish committees for…
A full two-thirds of employees don’t receive guidance on managing their retirement plan benefit while offboarding. Leaving 401(k) or 403(b) balances behind can result in…
BrokerTech Ventures (BTV), the industry’s first broker-led convening platform and accelerator program, has selected 12 insurtech startups to take part in its highly intentional…
You’ve probably been at the rental-car counter, listening to the representative ask if you want to purchase the company’s insurance. And the thoughts start racing…
Betsy Stumme joined TPG five years ago this month to oversee strategic planning and execution, change management, business transformation, and process improvement. Today, she…
PartnerWell: Chase Sterling, Managing Consultant Each issue, we’ll feature one of TPG’s business divisions to gain a high-level view of their work. This quarter,…
