At TWG, we’ve been helping advisors succeed in the retirement plan market for more than 20 years.  We take the approach that each advisor relationship is a strategic alliance designed to support both parties in providing excellent service to plan sponsors and participants. Done right, the sum is greater than the parts.  To us, it’s much more than providing reliable recordkeeping, plan administration, and compliance testing.  We advocate co-marketed, co-branded approaches to plan sponsors to allow our advisor partners to leverage our expertise in plan design, administration, and support.  

How TWG supports advisor relationships:

• We understand the responsibilities advisors have in selecting and monitoring appropriate investments. We share knowledge that helps advisors appreciate the challenges  associated with retirement plans.

   

• We invest in and maintain an industry-leading open architecture platform that is designed to accommodate a wide variety of plan designs and investment options.

   

• We partner on enrollment and education and actively assist in meetings with plan sponsors and participants.

   

• We provide access to professional tools to perform fund reviews and monitor investments.

   

• We provide secure access to our recordkeeping platform where advisors can manage models, realign and rebalance models, review plan and participant balances.