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Address: 5565 Glenridge Connector
City: Atlanta
Home State: Georgia
Business States: Alabama, Florida, Georgia, Maryland, Minnesota, North Carolina, South Carolina, Tennessee, Virginia
Zip Code: 30342
Website: www.tegrafinancial.com
Plan Investments: Open Architecture
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About Us:
Tegra Financial employes over 30 professionals dedicated to excellent client service. We do this by fully supporting all aspects of retirement plan design, administration and consulting.
We are part of Georgia`s largest private CPA firm and administer over 900 plans as of 12-31-07. Our clients range in size from single person plans to 3000 employees across many states. |
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DC Plans |
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Daily Valuation |
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Advisor Web |
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Tax Reporting |
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DB Plans |
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Proposal Support |
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Plan Design |
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Enrollment Kits/Fact Sheet |
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Non-Qualified Plans |
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E & O Insurance |
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Online Statements |
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Plan Sponsor Newsletters |
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Single Person Plans |
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Plan Sponsor Web |
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Compliance |
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Sales Support/Enrollment Consultants |
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