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Contact us

Need a partner that has developed over 1,000 plan change communications programs?

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TSG’s flexible, turnkey plan change communication model is designed for 403(b) and 401(k) retirement plan providers. Clients can choose between complete outsourcing or a hybrid that works with their internal teams.
Our experienced, integrated teams provide project management, studio, and QC support as an effective extension of your team, delivering award-winning campaigns for our clients. We can manage the process completely, including hiring, training, and retaining the knowledgeable professionals who can complete hundreds of plan transitions, flawlessly. We have executed this process successfully for the leader in the 403(b) industry for nearly 15 years, helping them increase efficiencies, reduce production time, lower cost, and mitigate business risk.
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Why our clients choose us

  • Development of plain-language copy that meets compliance requirements
  • Flexibility to scale up to support hundreds of plan transition updates each year
  • Understanding of ERISA/non-ERISA guidelines and their impact on timelines
  • Design fluency in ADA requirements

Process and workflows

  • Process engineering to optimize enterprise-wide efficiencies
  • Development of workflow and process guides, and QC/style guidelines
  • Multiple quality control loops for copy development, design, and production
  • Development of template and sample libraries
  • Customization of process for each client

Clients we've served

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Case Study

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