About TTG
Registered Investment Advisors specializing in 401(k) and pension plan guidance
With decades of combined experience, our team helps plan sponsors navigate the complex world of retirement plan management, ensuring compliance, reducing fiduciary liability, and avoiding costly mistakes that could jeopardize your plan’s qualified status.
Meet Our Expert Team
Our experienced advisors combine advanced certifications with decades of practical experience in retirement plan management and fiduciary guidance.
Jim Evans
Co-founder of TTG
C.F.P.
Q.P.A.
Q.K.A.
Jim brings extensive expertise in qualified plan administration and fiduciary guidance. His certifications as a Certified Financial Planner, Qualified Plan Administrator, and Qualified 401(k) Administrator make him uniquely qualified to help plan sponsors navigate complex compliance requirements.
Areas of Expertise
401(k) Plan Design
Fiduciary Compliance
Fee Analysis
Plan Administration
Jim Kotagides
Co-founder of TTG
B.S.
M.B.A.
M.R.F.C.
With his Master of Business Administration and Master Registered Financial Consultant credentials, Jim provides strategic oversight and comprehensive retirement plan consulting. His academic foundation combined with practical experience ensures thorough plan management.
Areas of Expertise
Strategic Planning
Investment Oversight
Regulatory Compliance
Risk Management
Morgan Hood
Registred financial associate
B.S.
M.B.A.
M.S.
Morgan Hood – A Summa Cum Laude graduate of Kent State University with a strong background in Mathematics, Morgan’s quantitative reasoning allows her to analyze unique situations and understand how best to aid clients in achieving their goals. She assists with all phases of financial services, for both Individuals and 401(k) Clients. She is a member of the American Society of Pension Professionals & Actuaries, and is a credentialed Qualified 401(k) Administrator (QKA), and a Registered Financial Associate (RFA).
Areas of Expertise
Strategic Planning
Retirement & 401(k) Administration
Financial Analysis & Advisory
Client Relationship Management
Credentials & Expertise
Our team maintains the highest professional standards through continuous education, advanced certifications, and strict adherence to fiduciary responsibilities.
Professional Certifications
- Financial Planner
- Qualified Plan Administrator (Q.P.A.)
- Qualified 401(k) Administrator (Q.K.A.)
- Master Registered Financial Consultant (M.R.F.C.)
Educational Background
- Master of Business Administration (M.B.A.)
- Bachelor of Science (B.S.)
- Continuing Education in ERISA Law
- Advanced Fiduciary Training
Regulatory Status
- Registered Investment Advisors
- ERISA Section 3(38) Investment Managers
- Fiduciary Insurance Coverage
- SEC Compliance Standards
Specialization Areas
- 401(k) Plan Design & Administration
- Pension Plan Management
- Fiduciary Risk Management
- Fee Benchmarking & Analysis
Our Mission
TTG exists to protect plan sponsors from the costly mistakes that can jeopardize their 401(k) plans. We believe that with proper guidance, every plan sponsor can maintain compliance, reduce costs, and provide excellent retirement benefits to their employees.
“A garden requires patient labor and attention. Plants do not grow merely to satisfy ambitions or to fulfill good intentions. They thrive because someone expended effort on them.”
— Liberty Hyde Bailey
Precision & Accuracy
Every detail matters in retirement plan management. We ensure precise compliance and accurate reporting to protect your plan’s qualified status.
Fiduciary Care
We act solely in the best interests of plan participants, maintaining the highest standards of fiduciary responsibility and care.
Expert Guidance
Complex regulations require expert interpretation. We translate ERISA requirements into actionable strategies for plan sponsors.
