Choose us and
Focus on running your business
The British Petroleum Amoco Marketers Association 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 BPAMA 401K Retirement Plan Exchange® powered by TAG Resources, Transamerica, and Two West.
The BPAMA Retirement Plan Exchange®
Cost EffectiveReduced Liability90% of Administrative tasks
What do your administrative duties look like with and without this new solution?
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 BPAMA 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.
Not a member but want to achieve this excellent benefit?
By becoming a valued member of the BPAMA, you get access to this cutting-edge Retirement Plan Exchange powered by TAG Resources, Transamerica, and Two West. Learn more about becoming a member. By virtue of being a member, you get instant access to the solution.
Our Partners
Our industry leading partners behind the associations solution
BPAMA 401(k) Retirement Plan Exhange®
BPAMA
Two West 3(38) Investment Manager
Two West
Transamerica
Recordkeeper
Financial Advisor
Greg Addison
TAG Resources
TAG Resources
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.
BPAMA does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
All securities transactions involve substantial risk of loss. Under no circumstances does the information in this report represent a recommendation to buy or sell stocks or other investment instruments. As with any investment, past performance is not necessarily indicative of future performance.
All investment carries the risk of loss. Risks of Investing – Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets) and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost. Investment in mutual funds or ETFs are not insured or guaranteed by the US government or any other party.
