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Retirement Plan Services - Our Services

Tegra’s team of experienced retirement plan professionals provides third party administration, recordkeeping, actuarial, and consulting services to over eight hundred retirement plans for companies ranging from one to over 5,000 employees. We work with all types of retirement programs including:

401(k) Cash Balance Pension
Profit Sharing – including Cross-Tested/New Comparability Money Purchase Pension
Employee Stock Ownership (ESOPs) 403(b)
Defined Benefit Pension 457

We consult with our clients to help each client implement and maintain the right retirement plan for their specific needs. Our clients benefit from our deep knowledge and experience with retirement plans.

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.


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