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A Letter from our CEO, Robert A. Lotter
On behalf of the directors, management and staff of The TDS Group, I would like to take this opportunity to welcome you to our new company web site. The TDS Group is an experienced common remitter and plan administrator, serving more than 3,000 organizations and 280,000 employees since 1978. We take pride in the fact that TDS is the largest independent provider of 403(b) and 457(b) plan administration services in California. In addition, we have had a proud partnership with the Californian School Boards Association (CSBA) since 1995. We are a California company, centrally located in the Sacramento area, with a branch office in Newport Beach. Our expert management team has nearly 100 years of combined experience serving public education and not-for-profit organizations. Notwithstanding decades of service, we consider ourselves to be a "brand new" thirty-year old company. We recently increased our staff to enhance our service, expanded our services to provide more comprehensive compliance and common remitting support and advanced our technology - providing free retirement planning tools for employees and a soon to be released employer web site with real-time remitting and compliance information. Our mission as your plan administrator is to offer professional, personalized and expeditious service. Our knowledgeable and well trained staff is always available to assist you. In summary, The TDS Group has a clear vision towards the future needs of public education and non-profit organizations - promoting financial health through services and education. Sincerely,  Robert A. Lotter CEO - The TDS Group
Learn to understand, manage and secure your finances using
The TDS Group's free educational and diagnostic financial tools. In one location you have access to: Financial Health Spectrograph - Expose the level of risk in your portfolio with the Financial Health Spectrograph. With this tool you will understand exactly where the risk in your investments lie so you can make the proper investment decisions for your needs. Financial Health Survey - Get a check-up on your financial health by taking the Financial Health Survey. Find out how well you are covered in 9 key areas of financial responsiblity. Medical Records Vault - Keep critical medical information readily available for easy access using a secured pin code. In an emergency situation you can retrieve your family's medical records from any internet connection. Critical Documents Vault - A virtual safety deposit box. During difficult times will your family have easy access to your valuable documents? Scan and securely store your most valuable documents and retrieve them effortlessly from any internet connection. BudgetTrack - Organize and manage your budgets with the ability to continually update and forecast your daily and future expenses. Create and manage multiple budgets in one place. AssetTrack - Organize your asset portfolio with this easy-to-use and secure tool. Be able to update and view exactly where your assets are. Retirement Income Gap Finder - Ensure that you can retire when you want. Compare pre-retirement financial planning with post-retirement needs. This tool will uncover any potential gap in your retirement planning. Financial Forecast - Reduce your debt! Use this tool to predict your acceleration of debt and decide how best to apply funds and pay it down quckly. |
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