PepsiCo

PepsiCo provides a powerful set of benefits. We help align them, so your hard-earned money works for you.

For PepsiCo and Frito-Lay professionals, retirement planning means more than just saving. It means navigating complex benefit decisions with lifelong impact. TMG offers clear, fiduciary guidance and comprehensive services so you can focus on what matters most.

Pension planning and lump-sum vs. lifetime income decisions

401(k) strategies, including in-service rollover opportunities

RSUs and non-qualified stock options

Tax-aware retirement income planning

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Clear, coordinated planning to help you feel confident in your future.

We’ve guided PepsiCo professionals just like you through this moment. TMG advisors evaluate pension options in the context of your full financial picture, determine how and when in-service rollovers may make sense, and integrate equity compensation into your overall strategy. We can show you how every benefit fits together, and build a connected plan that aligns with your retirement timeline, lifestyle and goals.

TMG and PepsiCo are not affiliated, nor is TMG representing that PepsiCo has contracted, nor endorsed TMG to provide advisory services exclusively to current and former PepsiCo employees. This is not an endorsement of TMG's services by any current or former PepsiCo employee.

$14B+

AUM/AUA

13+

Years in business

75+

Expert advisors

12+

Locations nationwide

Expect a different advisory relationship with TMG.

Expert retirement planning with transparent pricing and no commissions.

You’re facing decisions around equity comp, taxes, and when to walk away. We’ve guided PepsiCo professionals just like you through this moment. At TMG, our job is to simplify your financial plan so you can feel confident in your future.

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Coordinated financial planning

Investment strategy, tax-aware planning, and retirement income guidance all working together under one roof.

Trustworthy fiduciary advice

We’re accountable to you, and it’s our responsibility to always put your best interests first.

Clear, understandable guidance

Straightforward explanations without unnecessary complexity or jargon.

Personalized service, specialized expertise

Get a dedicated point of contact, plus direct access to a dedicated team of experts

National reach, local touch

Relationship-driven team near Frito-Lay headquarters, and the depth and backing of a national firm.

What our clients 
are saying

I am pleased to report my first year of retirement has been financially stress-free thanks to The Mather Group. Their advice is always timely and has a personal touch.

Leroy M.

They have extensive knowledge in the financial market and how to invest your money for the long term. Thanks to this team for making my life easier with financial planning.

Athens X.

I have always felt that they have my best interests in mind. If you call, they answer the phone. If you email, they email back. Highly recommended.

Patrick C.

Your partner every step of the way

Our process is clear, thoughtful, and well-coordinated. Whether you’re facing a pension or rollover decision, receiving stock options, or approaching a major career transition, we can help you understand how everything fits together.

Introductory conversation

A short, confidential discussion to understand your benefits, questions, and priorities.

Planning snapshot

We identify how your pension, 401(k), and equity compensation interact and where coordination matters most.

Ongoing guidance

A long-term planning relationship with proactive support and ongoing adjustments as life evolves.