Case Study: TCG Advisors boosts financial wellness and teacher retention with Questis

TCG Powers Wellness With Questis

TCG Advisors, LP (TCG), a full‑service investment advisory and retirement plan administrator serving primarily K‑12 education clients, needed a more comprehensive way to help plan participants answer "what's next?" and improve financial health, engagement and retention. To meet that need TCG launched FinPath, a hands‑on financial wellness program powered by Questis, to give employees self‑directed education, human guidance, and an engaging, personalized onboarding experience.

With Questis technology at its core, FinPath delivers a simple, integrated user experience that collects qualitative and quantitative data to personalize advice, content and actions and to surface population‑level trends for plan sponsors. Questis enabled TCG to drive higher participant engagement that has increased work interest, improved teacher retention and encouraged proactive financial behaviors, earning strong market feedback as it scales financial wellbeing across TCG’s plans.

TCG Advisors

Matt Escalante

Senior Director of Institutional Investment Services