Partners

As an independent not-for-profit organization, we collaborate with third-party service providers to create best-in-class retirement programs for dentists and their team.

The team

Empower

Empower is the recordkeeper for the TDG PEP. Empower provides the employer and employee websites, trading platform, and a wealth of financial tools and resources to help members invest and plan for retirement. Empower is a leading retirement plan platform hosting nearly 18 million participant accounts with $1.4 trillion in assets.

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Finway Group

As a Third-Party Administrator and IRS-designated 3(16) fiduciary, Finway Group is dedicated to enhancing the operation and effectiveness of clients’ retirement plans. With over 20 retirement plan experts, they serve more than 350 clients nationwide, administering plans with over $500 million in assets and aiding over 20,000 Americans in securing their retirement.

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Newfront Retirement Services

Acting as a 3(38) Fiduciary Investment Advisor, Newfront oversees TDG’s Pooled Employer 401(k) plan, reducing employers’ responsibility and liability in investment selection and monitoring.

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Cash Balance Plan Administration

Our CBP administration team ensures actuarial compliance, customized plan designs, and optimal tax advantages for high-earning dental professionals. These plans provide significantly higher contribution limits, structured growth, and employer-funded retirement solutions.

IRA service team

Matrix Trust Company

As the custodian of our IRA accounts, Matrix Trust Company provides automated trust, custody, and agent services for Qualified and Non-Qualified Retirement Plans. With over 50 years of trust experience, they are a Colorado state-chartered trust company rooted firmly in the financial services market.

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IRALOGIX

Responsible for IRA record-keeping and account services, IRALOGIX brings innovation, advanced technology, and IRA expertise to help clients manage their accounts effectively.

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INTERSECT Capital, LLC

The financial professionals at INTERSECT Capital collaborate with CDG account holders to manage, grow, and protect investment assets. They assist members in identifying financial goals and developing investment strategies to achieve them.

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