The Gallagher Financial Group allied with The Pacific Financial Group (TPFG) can work at the participant level within nearly 100,000 plans nationally through our relationship with well known plan providers nationwide (Fidelity, Vanguard, TIAA, T. Rowe and more). We manage at the participant level without being restricted to the plan’s core mutual fund options and without the need for a rollover or an in-service withdrawal. TPFG is also responsible for the billing (which is built into the investment expense ratios) and reporting and we assume the ERISA investment fiduciary responsibility liability.
Through the ‘Self-Directed Brokerage Account’ option which is offered by our institutional retirement plan providers (Fidelity, Vanguard, TIAA, Schwab and two dozen more), we have the capability to actively manage the client’s retirement account. This is not a withdrawal and your assets stay with your currentplan.
The Pacific Financial Group is a money manager based in Bellevue, Washington. We TPFG has been in business and managing money for over 30 years with two (of their seven) managed strategies going back the entire 30+ years. TPFG has been managing participant retirement accounts through the ‘self-directed brokerage account’ option for nearly 20 years.