Broker Check

Employer retirement plan? How we can help!


For you or someone you know with a retirement plan at work (401k, Deferred Comp, 403b), I have access to a managed program that you may be able to use.  You would keep your funds in the same plan they are in, you would just have a new option available to you within the plan.

I have enclosed some fact sheets on why this makes sense and why many of my clients have enrolled since late last year when I first made this program available. More employer plans are being added all the time.  Below is a partial list of employers in both New York and Pennsylvania and some are national firms.  If you or someone you know has one of these plans, it’s worth taking a look at the alternatives through TPFG (The Pacific Financial Group).

NYS Employers:

  • Any school district in NYS with an ASPIRE option
  • Adirondack Medical Center
  • Albany Medical Center
  • Albany International
  • Ascension Health
  • AT&T
  • Care Stream
  • Con ED
  • Consolidated Edison
  • Constellation Brands
  • Cornell University
  • Duke Energy
  • Erie County Deferred Comp
  • Excellus Blue Cross Blue Shield
  • Frontier Communications
  • Glenns Falls Hospital
  • Hewlett Packard
  • Home Depot
  • Honda
  • Kodak
  • Lockheed Martin
  • McGraw Hill
  • Met Life
  • National Rural Electric Corp Association
  • Nixon Peabody
  • NY Deferred Comp
  • Oracle
  • Pepsi Co.
  • Rochester Deferred Comp
  • Samaritan Medical Center
  • TIAA/Cref (in many cases)
  • Time Warner
  • Union College
  • University of Rochester
  • UPS
  • Wegmans

In Pennsylvania:

  • Air Products
  • Alcoa
  • Allegheny Technologies (needs employer signature)
  • American Airlines / US Airways
  • Carnegie Mellow University
  • Danaher Corporation
  • FirstEnergy Corp
  • Hershey Medical
  • Home Depot
  • Lancaster General Hospital
  • Penn State
  • PPL
  • Saint Vincent Health
  • Siemens
  • Thomas Jefferson Hospital
  • University of Pennsylvania
  • Villanova
  • Westinghouse Electric
  • Drexel University
  • PA Deferred Comp 457
  • Some Local School 403(b)s

Please look at the list and contact me if you are in one of these plans and feel free to pass it along to your friends and co-workers.  If you don’t see your company on the list and are interested in further information, please let me know and I will check to see if the TPFG program is available for your company’s plan.

Please click here for a brochure with additional information.  If you are a current client you will receive a copy of the three pages listed below either in the mail or via email depending on your delivery preference.

Advice Matters

New Rules of Engagement

Get the most out of your retirement benefits

Best regards,


Marc R. Gillespie, CLU, ChFC, CFS, MSM, CLF