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. |