Tax Deferred Solutions - Crunchbase Company Profile & Funding

Overview

Tax Deferred Solutions

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

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About Tax Deferred Solutions

CB Rank

1857356

Tax Deferred Solutions is a full-service plan administrator that provides financial retirement planning services.

Founded

obfuscation

Private

Newport Beach, California, United States

1-10

www.tdsgroup.org

Consulting

Finance

Financial Services

Retirement

Key People

Robert Lotter: Owner, CEO

Details

Also Known As

TDS

Operating Status

Active

Company Type

For Profit

Phone Number

877-411-3030

Contact Email

info@tdsgroup.org

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

457(b) Deferred Compensation Plan

A tax-deferred retirement savings plan allowing eligible employees to contribute pre-tax salary deferrals, with flexible investment options and employer-sponsored administration.

403(b) Retirement Plan

A voluntary defined contribution retirement plan for employees of public schools and tax-exempt organizations, allowing pre-tax salary deferrals to supplement retirement income.