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 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 [Sample Company] 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.
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.
JOHN GOODHUE AND BRIAN GRAY are nationally-recognized Educators, Authors, Speakers, and Wealth Advisors, whom you may have seen on NBC, ABC, CBS and Fox network affiliates and Fortune, Money, Bloomberg Business, Market Watch, Wall Street Select, Denver Business Journal, and others. As Co-Authors of Giving Transforms You, Co-Creators of The Smiling Through Retirement Process and Co-Founders of APO Financial, 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 and renowned economist Roger Ibbotson. At APO Financial, John, Brian and their team show executives, professionals, and business owners, how to safely grow, protect and spend their hard-earned money, so that their clients can enjoy their future with the people and things they love.
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.
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