TTG Financial Inc. is a Registered Investment Advisor and Fiduciary. We always act in your best interest — no cookie-cutter solutions, only tailored strategies to improve your 401(k).
TTG Financial is a Registered Investment Advisor (RIA), a Fiduciary. Taking on fiduciary responsibility is the highest legal duty from one party to another. We are fee-only, so we do better when you do better. We do not sell products like insurance or annuities — we work WITH you and FOR you.
Regular reviews, plan structure improvements, and fiduciary oversight.
Proprietary asset allocation for better diversification.
Lower fees through Institutional/Wholesale pricing.
Clear employee communication to prevent compliance risks.
As a plan sponsor, you carry the responsibility of compliance, fiduciary oversight, and participant outcomes. These 12 common mistakes can cost your plan time, money, and credibility. Here’s how to recognize and avoid them.
Many plan sponsors overlook hidden costs buried in funds and services. Read More
Outdated plan documents can lead to compliance issues and penalties. Read More
Annual testing ensures plans don't favor highly compensated employees. Read More
Small plans may need special testing to protect lower-paid employees. Read More
Missing Form 5500 deadlines can result in significant penalties. Read More
Improper loan procedures can create qualification defects. Read More
Late contributions create prohibited transactions under ERISA. Read More
Proper compensation definitions are key to error-free plan operation. Read More
Diversification reduces risk and protects retirement savings. Read More
Fiduciary responsibilities require adherence to strict ERISA rules. Read More
Regular provider reviews ensure reasonable fees and performance. Read More
Required insurance protection against losses from fraud or theft. Read More
Tailored strategies for building effective retirement plans.
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End-to-end management of your 401(k) plans.
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Stay compliant and reduce fiduciary risks.
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Smart investment choices for long-term growth.
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Clear insights into plan costs and savings.
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Empowering employees to make smarter choices.
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