


What does this partnership mean to our clients who offer or want to offer their employees and retirement solution?
It means [ADVISOR FIRM NAME] has the flexibility to meet clients’ retirement needs through a single contract that offers two options
[Advisor Firm Names] pooled retirement solution product set consists of two plan configurations: Retirement Plan Exchange® and Choice Pooled Employer Plan℠
COMPARING YOUR OPTIONS
The Retirement Plan Exchange Solution allows individual sponsors to select from a menu of cost-effective options to build a single-employer retirement plan and configure a support team.
The Choice Pooled Employer Plan℠ treats the plans of multiple unrelated employers as one large plan and allows employers to choose from two cost-effective investment platform options.
The Core Benefits
If you administer your own retirement solution you are personally liable for the plan. Our new solution takes on the fiduciary risk.
The list of duties that accompanies administering your own solution is long and tedious. TAG resources remove over 90% of those administrative duties.
Gives access to economies of scale
This solution gives you time back to focus on your business. Your employees can focus on building your business. Not administering your retirement plan.
Having a retirement solution administered by professionals can help attract new talent and help retain your top employees.
Allows Investment services and selections that make the most sense for clients employees
How does our new solution give OUR CLIENTS time back?
A major DIFFERENTIATOR of our solution for you as a participating employer is the reduced administrative tasks you have to perform on your [401(k)/403(b)].
[Advisor Firm Names] new retirement solution takes on over 90% of your administrative duties
YOUR RESPONSIBILITIES WITHOUT [Advisor Firm Names] pooled solution
VS
YOUR RESPONSIBILITIES WITH [Advisor Firm Names] pooled solution
An employer who sponsors a retirement plan for their employees has overriding fiduciary responsibility for the plan. This solution allows the employer to outsource that responsibility to the highest degree.
LET US MAKE YOUR JOB EASIER
Improve accuracy, save time and effort
SIMPLIFIED PAYROLL AND RECORDKEEPING
PayStart provides a service for qualifying clients that allows contribution data to be sent directly from the payroll vendor to Transamerica, eliminating the need for the plan sponsor to create and manipulate a separate file. This can help your organization:
Transfer of participant compensation, contribution, and other data to Transamerica happens automatically and securely
Payroll uploads and deferral changes are no longer timeconsuming tasks, allowing for more efficiency
Automated integration reduces opportunities for compliance issues and can save your staff time from dealing with errors
With automation, staff can recover their time and focus on other important matters
Recordkeeper and the Participant Experience
Driving Participant Success
The Transamerica participant experience is designed to help people understand if their savings and investment strategy is in line with their retirement goals.
It starts with enrollment and continues with personalized communications and financial education, showing participants how they can improve their retirement readiness.
An easy-to-understand forecast generated by the underlying methodology provided by Morningstar. Using simple weather icons, it shows participants if their current investment strategy is likely to produce the income they’re seeking in retirement and offers steps to improve their chances of achieving their goals.
Your Retirement Outlook® is featured prominently on the participant website, mobile app, and quarterly statements.
Transamerica is an industry leading recordkeeper with over 20 years of experience with pooled arrangements. Their time-tested recordkeeping technology offers a proven infrastructure allowing for pooled arrangements, ensuring a plan will be administered successfully and accurately for the plan participant’s transition to retirement.
[As the named ERISA 3(38) Investment Fiduciary in the plan document, the Investment Manager is responsible for the selection and monitoring of the funds in the investment menu in accordance with the Investment Policy Statement for the plan. TAG Resources works with leading global providers of investment services staffed by research professionals, many of whom have
hands-on fund management experience and the human capital, technology, and experience to manage investment risk and return outcomes.]
TAG Resources is the Plan Administrator and a Named Fiduciary, as defined under ERISA sections 402(a), 3(16), and 3(21). It is our job to perform all functions necessary to keep your plan compliant.
As such, TAG Resources is responsible for the day-to-day operations of your plan. The functions we perform on your behalf include: the signing and filing of the Form 5500, QDRO determinations, service of legal process related to the plan, plan operations, participant claims and appeals, distributions, beneficiary determinations, including any related extensions to the plan.
SRS is a wholly-owned subsidiary of Smart USA Co. (Smart), dedicated to providing outsourced retirement plan fiduciary services. Through partnership with financial institutions (including broker-dealers, RIAs, retirement providers, insurers, asset managers, banks) and financial advisors, they deliver digital, customized, and cost-efficient solutions.
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