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Welcome to one of the best Retirement Plans ever built.
The Chalice Networks Retirement Plan, Powered by American Trust and TAG Resources
Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.
Who is Chalice Networks?
Chalice Network was created by true industry veterans that understand the needs of today’s independent business owner. Chalice is committed to bringing their members value every step of the way and reinventing independence for thousands of business owners nationwide.
A powerful tool for your company.
With The Chalice Networks Retirement Plan you can offer your employees a retirement plan without having to take on much of the associated administrative and fiduciary duties.
Some employers have concerns about having a 401(k).
We Have Solutions.
Tag Resources administrative process is designed to meet DOL random audit requirements on a realtime basis.
As named fiduciary on your plan we mitigate liability risk for you.
The Chalice Networks Retirement Plan is a “pooled” retirement plan, meaning that we pool many company plans to together. This gives our clients some of the lowest prices and the most extensive services in the industry.
Administration on the plan is done by TAG Resources. TAG Resources employees are all trained on ERISA law and TAG has ERISA lawyers on staff and on retainer.
What are the reasons I should use this plan vs my own?
So you can focus on what you do best instead of what is listed below
Department of Labor audits can be costly for your business!
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.
Managing your own retirement plan can be a big administrative burden.
With The Chalice Networks Retirement Plan, American Trust, 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.
- 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
- Upload Payroll Files to TAG
- Monitor TAG
- Provide Year-End Data for Testing
How does our plan Overcome all of the concerns listed above?
By using Chalice Networks trusted providers.
We appreciate our trusted partners.
They help make it all possible.
Chalice Networks
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.
Plan Administrator
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.
Recordkeeper and 3(38)
American Trust is a promise kept for more than 50 years.
American Trust is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 120 people focused on one thing – improving retirement outcomes for you and your employees.
Financial Advisor
This is the information about the financial advisor. Their bio and info.