Tegrit Group’s Advisor Resource Center (ARC) is a “one stop shop” dedicated entirely to our Advisors; providing you access to a variety of valuable tools and information.
The ARC includes:
We are committed to giving our Advisors the tools they need to succeed and we take great pride in being a part of that process.
Standard turnaround times:
We guarantee requested quotes will be returned within 24 hours or less. We strive to keep this standard with all questions and inquiries as well.
How is Tegrit Group compensated?
*Any compensation received directly from Fund Providers or plan assets will be fully disclosed at least annually to the Plan Sponsor.
Do you provide field assistance?
Absolutely! By utilizing the ARC’s “Request an Appointment” field, you can schedule to have one of our experienced and knowledgeable professionals accompany you to on-site client meetings, sales presentations, etc.
What types of plans do you administer?
Tegrit Group administers a wide variety of plans including:
Access to our Plan Sponsor Portal
Advisors who have more than one plan with Tegrit Group can receive a designated login-id for 24 hour informational access to client and plan information through our Plan Sponsor Portal.
Dedicated Relationship Manager
All top producing (multiple plan) Advisors receive a dedicated Relationship Manager who will work to address any plan or client questions/concerns quickly and efficiently.
Working with Tegrit Group provides access to our personal ERISA Attorney, Michael Olah, who has over 25 years of experience. Olah has spoken frequently at industry conferences, professional associations, and before client committees on matters pertaining to fiduciary best practices, industry trends, current legislative and regulatory matters Olah has taught various courses in paralegal studies curricula on employee benefits and most of the course offered under the Certified Employee Benefits Specialist (CEBS) program offered jointly by the Wharton School of Business and the International Foundation of Employee Benefits. His diverse experience provides a depth and breadth of skills that allow him to assist clients and Advisors at all levels through strategic planning and benefit designs that accomplish specific corporate goals.
We employ a large team of credentialed actuaries to help plan sponsors professionally design and efficiently manage Defined Benefit and Cash Balance Plans, as well as meet the labyrinth of requirements under the Tax Code and accounting standards. Our Actuarial team provides you and your client with a wide array of Actuarial Consulting Services including:
*Our multiple locations provide sufficient coverage so that the vast majority of our clients are easily accessible for on-site meetings.
Preferred TPA Partner with Multiple Fund Providers
In working with Tegrit Group, we are able to offer competitive pricing by offsetting your client’s fees dollar-for-dollar with the direct compensation we receive from multiple Fund Providers including, but not limited to:
Serving clients nationwide from offices in Cleveland, Columbus and Akron, Ohio, and Livonia, Michigan