Connecting you to a retirement plan performs over 90% of all your administrative duties.
Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.
The APO 401(k) Retirement Plan Exchange®, powered by TAG Resources.
You can attract and retain top talent. You can maximize your opportunities to save for your own retirement.
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.
With APO 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.
TAG performs over 90% of administrative duties.
WE BELIEVE. . . THAT Employers’ personal liability for their 401(k) plans should be put on our shoulders to the fullest extent that the law allows. THAT Employees should not have to fend for themselves but should receive no cost 1:1 financial advice about their 401(k) investment options. THAT Employees should receive state-of-the-art ongoing Financial Wellness Education to prepare them for successful retirements. THAT the administration of 401(k) plans should be done by us, not Employers. THAT 401(k) plan expenses should be transparent and reasonable. THAT all reporting, compliance and audits of 401(k) plans should be done by us, not Employers. SIMPLE. COMPLETE. EFFECTIVE.
Fiduciary-Plus was created to partner with advisors as we strive to provide the best-in-class services to plan sponsors and their plan participants. Fiduciary-Plus helps a business owner/plan committee manage fiduciary liability by engaging RPA to accept responsibility for investment decisions as an ERISA defined 3(38) discretionary investment manager. But the services don’t stop there. Fiduciary Plus also offers: plan governance education webinars and certificates, benchmarking of services and fees, and a fiduciary vault to support the storage of vital documentation.
APO Financial Services, LLC is a Denver based SEC Registered Investment Advisor. APO’s founders, John Goodhue and Brian Gray, are nationally known Educators, Best Selling Authors, Speakers, and Wealth Advisors, recognized by various media such as
NBC, ABC, CBS and Fox network affiliates and Fortune, Money, Bloomberg Business, Market Watch, Wall Street Select and others. As authors of Opportunity Zones: THE Biggest Tax Break Ever (2019), Smiling Through Retirement (2018) and I Love
Annuities! (2020), Co-Authors of Retire Like a Shark (2019), Giving Transforms You (2018) and Retire Abundantly (2017) and Co-Creators of The Smiling Through Retirement Process™, they have been interviewed by Kevin Harrington, original Shark on the multi EMMY® Award-winning TV series, Shark Tank, and by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire. They have also interviewed such notables as Country Music star Martina McBride, Fox News host Sean Hannity and renowned economist Roger Ibbotson. At APO Financial, John, Brian and their team endeavor to empower people to safely grow, protect and spend their hard-earned money so that they can enjoy a Happily Ever After Retirement®.
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.
The Best Retirement Plan We’ve Ever Built. Interested? Let Us Tell You More. Contact Us Now.
Disclosure: Investment advice is offered through APO Financial Services, LLC (“APO”) 10155 Westmoor Drive, Suite 125 Westminster, Colorado 80021-2627, an investment adviser registered with the Securities and Exchange Commission. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services offered, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to APO are available at https://apofinancial.com. Additional information pertaining to APO’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov.
Information relating to annuities is intended for educational purposes only and should not be construed as comprehensive or all inclusive. Therefore, it should not be regarded as a complete analysis of the subjects discussed and should not be used to make an investment decision.
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