Every Successful Company, No Matter The Size, Should Consider A Retirement Plan.

Welcome to one of the best Retirement Plans ever built. The Academy Benefits Retirement Plan Powered By TAG Resources.

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About Academy Benefits

Academy Benefits is a Trusted Partner in the entertainment industry and shares a unique relationship with the Producers Guild of America, Television Academy and the Visual Effects Society. We look forward to providing services on your behalf with increased participation, hosted enrollment meetings, investment education for participants and plan reviews on a regular basis.

Offering a 401(k) and selecting providers to run the 401(k) are fiduciary decisions. Academy Benefits Retirement Services plays a key role in driving the due diligence and documentation of that process.
Academy Benefits endorses the TAG Program based on their experience and proven process related to the complexity and liability of running a 401(k) plan. We in conjunction with TAG look to reduce the administrative duties and your personal exposure and liability as a fiduciary to the greatest degree allowed by law and industry, and do so at a cost that is competitive.

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Your Retirement Plan should be a major reason why people want to work for you.

You are far more likely to attract better employees and retain the employees for longer by offering the security of a stellar Retirement Plan when hiring.

Most Employers Have Concerns About Having A 401(k).

We Have Solutions.

Compliance Issues​​

In 2020 67% of companies randomly audited by the DOL failed the audit. Resulting in Billions in fines and penalties.

Tag Resources administrative process is designed to meet DOL random audit requirements on a realtime basis.​

Huge Liability

Employers often do not know the liability they take on. Any employer who understands it does not want the risk. We mitigate that risk for you.

As named fiduciary on your plan we mitigate liability risk for you. ​

Overpriced Plans​

Small business owners are sometimes already financially stretched and cannot afford a high priced retirement solution that works. TAG is the answer other companies retirement providers cannot match.

The Academy Benefits Retirement Plan is a “pooled” retirement plan, meaning that we pool many company plans to together. This gives our clients some of the lowest prices and the most extensive services in the industry.

Administration​

When offering a retirement plan to your people, you're held to the highest standards under the law.  If you don't have the required expertise in house, you need to hire professionals to help you stay compliant with ERISA in offering the best plan to your employees.

Administration of the plan is done by TAG Resources. TAG Resources employees are all trained on ERISA law and TAG has ERISA lawyers on staff and on retainer.

DOL Random Audits Can Crush Your Business!​

The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000. The DOL penalty for late filing can run up to $1,100 per day, with no maximum.

Tired african businessman sitting at workplace frustrated by business failure

Managing your own retirement plan can be a big administrative burden.

As a result, they take a lot of employee hours, which more often than not costs you as an employer more money. With the Academy Benefits and TAG Resources at the helm of your retirement plan, you can stay on top of your business, knowing that the day-to-day responsibilities of your plan are being looked after.

  • Law states that if you do not have Erisa Trained staff you must contract with someone who does. TAG staff is Erisa trained. 
  • 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
  • Upload Payroll Files to TAG
  • Monitor TAG
  • Provide Year-End Data for Testing
Multiracial business team having a meeting

How Does Our Plan Overcome All Of The Concerns Listed Above?

By using Academy Benefits trusted providers.

Our Trusted Providers Help Make It Possible.

Company or Association

Academy Benefits is a Trusted Partner in the entertainment industry and shares a unique relationship with the Producers Guild of America, Television Academy and the Visual Effects Society. We look forward to providing services on your behalf with increased participation, hosted enrollment meetings, investment education for participants and plan reviews on a regular basis.

3(38)

Fiduciary-Plus was created to partner with advisors as we strive to provide best in class services to plan sponsors and their plan participants.

RECORDKEEPER

We use an industry leading recordkeeper.

PLAN ADMINISTRATOR

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.

 

FINANCIAL ADVISOR

Michael Manning
President, Retirement Services
ACADEMY BENEFITS
23945 Calabasas Road, Suite 108
Calabasas, CA 91302
Office 818.626.3290 | Cell 818.749.0775
[email protected]

There you have it.

The Best Retirement Plan
We've Ever Built

Common Questions

Interested? Let us tell you more. Contact us now.