TWG provides hundreds of employers with expert plan design consulting, document preparation, plan administration including daily valuation, and compliance services. We also help clients with payroll processing and cafeteria plan administration. 

For clients who sponsor 401(k) plans, TWG can provide additional guidance and act as a facilitator in the selection and oversight of investments.

We provide expert setup, administration, and recordkeeping on:

• 401(k) plans
• 403(b) plans
• Profit sharing plans
• Defined benefit plans
• Cash balance plans
• Non-qualified plans 

Many TPAs do a professional job handling the many administrative tasks associated with retirement plans. We see our role as that of a true partner helping plan participants understand how to get the most out of an employer sponsored plan.  We invest a great deal of time and energy in hosting onsite enrollment meetings and producing educational resources.

We offer a full range of integrated professional services that include: 

• Plan design
• Plan and trust preparation
• Defined contribution and daily valuation recordkeeping
• Defined benefit plan valuation and certification
• Compliance testing and reporting