How do employers Really protect themselves?
how can APO’S new solution keep you on track?
Choose us and
Focus on running your business
More than 90 class-action lawsuits challenging 401(k) fees were successfully launched in 2020. Most firms have agreed to multi-million-dollar settlements in response to proposed class-action lawsuits. Leaving employers in peril. You’ve worked hard to create your business. It’s important to protect it.
Introducing APO 401K Retirement Plan Exchange® powered by TAG Resources, Transamerica, and Two West.
Cost EffectiveReduced Liability90% of Administrative tasks
The APO Retirement Retirement Plan Exchange® becomes your retirement department.
Would you trust just anybody to run your retirement plan?
So many responsibilities, so little time.
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 APO 401K 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.
Items Employers could be personally liable for and not even know it.
LET APO HELP YOU AVOID THE FINES AND PENALTIES!
With compliance and fiduciary oversight support, Employers now have professional partners to ensure plan compliance and provide fiduciary services and responsibilities while also saving on fees. The APO 401 (k) Retirement Solution powered by TAG Resouces takes on over 90% of your fiduciary duties, and the staff has Erisa trained employees to assist in running your plan. This means the likelihood of you not complying is significantly lower than if you were to attempt to administer your plan. Working with APO’s new solution you get the protection you need at a dramatically lower cost.
Our Partners who make it all possible and their functions. We are here for you.
The industry leading partners behind the solution
APO Financial
APO Financial
TAG Resources
TAG Resources
Fiduciary Plus
3(38) Investment Manager
Transamerica
Recordkeeper
John Goodhue
Financial Advisor
Ready for a better 401k Plan?
Contact our Financial Advisor:
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.
