TSC Preferred Advisors & Investment Professionals

Successful retirement plans are made easy with the competent TSC retirement plan team comprised of a knowledgeable investment professional, local independent administrator, and investment funding company.  Your company can choose from a myriad of options but ultimately the right investment professional and team can make managing your qualified retirement plan effective and easy.

TSC Preferred Advisors are highly qualified, select investment professionals who:

• adhere to high standards of service and ethics
• stay up-to-date on regulatory and compliance issues
• provide exceptional service                                                                                                         

Specifically, TSC Preferred Advisors:

• assist Plan Sponsors in establishing a written investment policy.
• advise and guide Plan Sponsors in selecting the appropriate investment choice.
• review investment options with the Plan Sponsor (at least annually) to ensure that these satisfy the investment policy criteria.
• communicate plan information to participants when installing the program and guide them in defining their individual retirement objectives, assessing their risk tolerance and time horizons.
• offer to review each participant’s objectives and discuss the value of rebalancing the portfolio at least once a year.

TSC Preferred Advisors understand compliance, fiduciary liabilities, and the obligation of businesses as defined by the U.S. Department of Labor*. Preferred Advisors offer customized, cost-effective retirement plans requiring minimal plan management and administration by Plan Sponsors.  The TSC Preferred Advisor’s team takes care of managing the details and guiding Plan Sponsors with regulatory mandates, so you can focus on managing your business.  

TSC Preferred Advisors help Plan Sponsors and participants create a personal, beneficial retirement plan through simple and effective goal setting.

*www.dol.gov; According to the Department of Labor, “The primary responsibility of fiduciaries is to run the plan solely in the interest of participants and beneficiaries and for the exclusive purpose of providing benefits and paying plan expenses.”