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Envision A Different Kind Of Retirement Solution

Choose us and
Focus on running your business

Advantage Benefits Solutions has done extensive due diligence to find a retirement solution that saves members money, reduces their fiduciary risk, and outsources more than 90% of their duties. Introducing The ABS 401K Retirement Plan Exchange® powered by TAG Resources, Transamerica, and Fiduciary-Plus.

The Advantage 401(k)Retirement Plan Exchange®

Cost EffectiveReduced Liability90% of Administrative tasks

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What do your administrative duties look like with and without this new solution?

Many employers are unaware of the actual list of responsibilities that befall them when they take on their own retirement plan.

TAG performs over 90% of administrative duties.

A better fit for you and your employees

Less risk for you also means more security for the employees you manage. This can lead to better and more qualified employees.

Cost Effective

Pooling hundreds of company retirement plans together provides scale that allows the ABS 401(k) Retirement Plan Exchange® to provide members with lower cost even with expanded services.

Outsource Administration

Over 90% of your administrative tasks will be handled through the outsourcing administrative duties to retirement professionals.

Outsource Liability

Simply failing to file a 5500 tax form on time can cost as much as $2,140 Dollars PER DAY! Plans administered through the Retirement Plan Exchange are designed to meet IRS and DOL regulations.

Not a member but want to achieve this excellent benefit?

By becoming a valued member of the client of Advantage you get access to this cutting edge Retirement Plan Exchange powered by TAG Resources, Transamerica, and Fiduciary-Plus. Learn more about becoming a member. By virtue of being a client you get instant access to the solution.

Our Partners

Our industry leading partners behind the associations solution

Advantage Benefit Solutions

Advantage

Serving businesses across Texas since 1982. Our simple, proven approach allows us to create scalable, people-centric solutions needed to support and maintain long-term growth and success. We take a highly personalized and strategic approach to help business leaders align with both their employees and overarching organizational objectives. We believe by aligning your employees and objectives, you position your business for unhindered long-term success.

TAG Resources

TAG Resources

TAG Resources ensures your plan reaps long-term rewards with easier day-to-day operations. As the largest end-to-end retirement plan provider in the US, TAG is recognized nationally for pioneering unique Retirement Programs. The Multiple Employer Program™ is our newest innovation, bundling retirement plans together in a service model previously only available for very large companies.

Fiduciary - Plus

Fiduciary - Plus

As the named ERISA 3(38) Investment Fiduciary in the plan document, the Investment Manager is responsible for selecting and monitoring the funds in the investment menu according to the Investment Policy Statement for the plan.

Transamerica

Recordkeeper

With more than 85 years of experience helping people prepare for retirement, Transamerica is one of the most recognized, trusted names in financial services. As a pioneer in pooled-plan solutions, we equip plan sponsors with the tools, resources, and professional support to help their employees pursue a healthier, more secure future.

Serena Sneeringer

Financial Advisor

Serena has been in the financial services industry for 11 years. She began her career in the financial recruiting business before joining Wells Fargo Advisors in 2014. Serena strives to help entrepreneurs and executives navigate the complexities of choosing and implementing retirement solutions using these core tenets: plan design analysis, service provider evaluation, team-based approach, and ongoing service and support.

Peter Horton

Financial Advisor

Peter has been consulting with business owners and HR professionals on their customized retirement plans since 2009. He and his team are backed and supported by a team of highly skilled retirement plan experts dedicated to delivering solutions designed to achieve the objectives of plan sponsors. These objectives encompass minimizing fiduciary liability, optimizing plan design, and prioritizing retirement readiness. When he’s not in the office, he is training for the Ironman race, listening to audio books, and spending quality time at his home in Fort Bend County with his wife and son.

Ready for a better 401k Plan?

Advantage

The companies identified above are separate and unaffiliated organizations. Logos and trademarks are the intellectual property of their respective owners.

Retirement Plan Exchange® is a registered service mark of Transamerica. The Exchange is not a multiple employer plan (MEP). Unlike a MEP, certain plan qualification and ERISA requirements are applied at the individual plan level. An employer participating in an Exchange retains certain fiduciary responsibilities, including responsibility for retaining and monitoring the 3(16) plan administrator, for determining the reasonableness of its fees, and for periodically reviewing the Exchange as a whole.

We are here to help you

Your information stays private with us. We do not share your information. To speak with an Advisor, simply fill out the info below.

Responsibilities Without TAG

  • 3(38) Investment Manager Appointment
  • 402(g) Limit Reporting
  • 404(a)(5) Notice Distribution
  • 404(c) Notice Distribution
  • 408(b)(2) Notice Distribution
  • Annual Discrimination & Coverage Testing
  • Audit Completion Support
  • Audit Firm Hiring & Monitoring
  • Auto Enrollment Notice Distribution
  • Beneficiary Designation Form Maintenance
  • Beneficiary Determinations
  • Blackout Notice Distribution
  • Census Review
  • Corrective Distributions
  • Death Benefit Approval
  • Distribution Reporting
  • DOL and IRS Issue Resolution Assistance
  • Eligibility Calculations
  • Eligibility Notifications
  • Employer Contribution Monitoring
  • ERISA Bond Review
  • Error Correction Monitoring
  • Fiduciary Insurance Coverage Review
  • Force Out Processing
  • Form 5330 Preparation, Signing, & Filing
  • Form 5500 Preparation, Signing, & Filing
  • Form 8955 Preparation, Signing, & Filing
  • Fund Change Notice Distribution
  • Hardship Withdrawal Approval
  • Loan Approval & Reporting
  • Loan Default Monitoring
  •  Loan Policy Administration
  • Lost Earnings Calculations
  • Participant Enrollment Assistance
  • Payroll Aggregation
  • Payroll File Aggregation
  • Plan Design Review
  • Plan Document Interpretation
  • Plan Document Preparation & Archiving
  • Plan Irregularity Notification
  • QDIA Notice Distribution
  • QDRO Determinations & Reporting
  • Quarterly Investment Review Meetings
  • Rate Changes Monitoring & Reporting
  • Required Minimum Distributions
  • Safe Harbor Notice Distribution
  • SAR Production & Distribution
  • SMM Notice Distribution
  • SPD Production & Distribution
  • Spousal Consent Approvals
  • Termination Date Verification & Maintenance
  • Termination Withdrawal Approval
  • Top Hat Preparation, Signing, & Filing
  • Trustee Duties
  • Vesting Verification & Tracking
  • Year End Data Collection & Review

These are your responsibilities with TAG

Upload Payroll Files to TAG

Monitor TAG

Provide Year-End Data for Testing

Let us help you scale your business and protect your hard work.

Your information stays private with us. We do not share your information. To speak with an Advisor, simply fill out the info below.