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Welcome to a dramatically lower cost pooled employer retirement solution

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Who is ASCCA?

Automotive Service Councils of California (ASCCA) is a statewide trade association representing independent automotive repair shop owners commonly bound by an interest in the automotive repair industry. ASCCA provides resources to its members to improve operations by saving you time AND money. The ASCCA helps shop owners position their business in the industry for long-term growth and success tomorrow.

The Automotive Service Council of California has done extensive due diligence to find a retirement solution that saves members money, reduces their fiduciary risk, and outsources more than 90% of their duties. Introducing The ASCCA 401K Retirement Plan Exchange® powered by TAG Resources, Transamerica, and Fiduciary Plus. 

What do your administrative duties look like with and without this new solution?

Many employers are unaware of the actual list of responsibilities that befall them when they take on their own retirement plan.

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 ASCCA 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.

Want to read more about our solution?

Not a member but want to achieve this excellent benefit?

By becoming a valued member of the ASCCA you get access to this cutting edge Retirement Plan Exchange powered by TAG Resources, Transamerica, and Fiduciary Plus. Learn more about becoming a member. By virtue of being a member you get instant access to the solution.

Financial Advisor Grant Knox

Grant Knox is the founder and lead advisor at Knox Financial. He has been a Financial Advisor since 1994 and holds registrations and licenses in General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He lives in San Diego, California with his wife and son, is a voracious reader and avid soccer player and fan. 

Our Partners

Our industry leading partners behind the associations solution

Connecting participants to the power of their solution

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.

KNOX FINANCIAL

Knox Financial, www.knoxfinancial.net, is an integrated financial services company founded in 1999 in La Mesa, California by Grant Knox. Our firm provides goals-based financial planning and asset management to individuals, families and small businesses. Knox Financial specializes in small business retirement plans and wealth management for nonprofit organizations.

3(38) INVESTMENT MANAGER

Fiduciary Plus is a named fiduciary to the plan, responsible for the investment selection, monitoring and ongoing due diligence of the funds in the investment menu in accordance with the Investment Policy Statement (IPS) for the Plan. RPA Financial helps business owners and plan committees manage fiduciary liability by accepting responsibility for investment decisions as an ERISA defined 3(38) discretionary investment manager and also offers clients cost analysis with annual fee benchmarking, plan governance educational webinars, and a fiduciary vault to support storage of vital documentation. RPA Financial as the 3(38) Investment Manager has over $12.6 billion in assets under advisement as of December 31, 2018.

The largest "end to end" bundled provider in the U.S.

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 pooled Retirement Programs, bundling retirement plans together in a service model previously only available for very large companies.

Ready for a better 401k Plan?

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Contact Name

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.

Responsibilities Without TAG

  • 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

These are your responsibilities with TAG

Upload Payroll Files to TAG

Monitor TAG

Provide Year-End Data for Testing