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Advisor Resource Center

Your Success is Our Success

1-855-471-7767
Advisor Resource Center

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:

  • A dedicated toll-free phone line where our ARC Administrator is available to assist you and answer questions.
  • A library of industry related information.
  • 24 Hour Quote Submissions.
  • Request an appointment with one of our experienced and credentialed Retirement Sales Professionals.

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?

Tegrit Group may receive compensation in various forms including revenue received directly from:
  • Fund providers
  • Plan assets
  • Plan sponsor

*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:

  • 401(k)
  • Profit Sharing
  • 457(b)
  • 403(b)
  • ESOP
  • SERP
  • Cash Balance
  • Defined Benefit
  • Non-Qualified
  • Retiree Medical and Life
  • Other Executive Plans
Use of our Advisor Resource Center

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.

ERISA Team

Working with Tegrit Group provides access to our ERISA Team.

Actuarial Support

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:

  • Pension Funding Valuations
  • Plan Design and Consulting
  • Funding Projections and Planning
  • Plan Termination Analysis and Administration
  • Mergers and Acquisitions
  • Ad Hoc Actuarial Analysis
  • Attestations for Medicare Part D Reimbursement
  • FASB 87/88/158 Accounting for Pension Plans
  • FASB 106/158 Accounting for Retiree Medical Plans
  • Benefit Calculations
  • Participant Benefit Statements
  • Lump Sum/Annuity Calculations
  • QDRO Processing
  • Actuarial Services to Public Employee Retirement Systems
  • GASB No. 45 Valuation and Reporting
Multiple Locations
  • Uniontown, Ohio
  • Independence, Ohio
  • Columbus, Ohio
  • Livonia, Michigan

*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:

  • American Funds
  • Great West Retirement Services
  • ING
  • John Hancock
  • Lincoln Financial Group
  • Mass Mutual
  • Mutual of Omaha
  • Nationwide
  • OneAmerica
  • Principal Financial Group
  • Transamerica

Serving clients nationwide from offices in Cleveland, Columbus and Akron, Ohio, and Livonia, Michigan

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