Envision A Different Kind Of Retirement Solution
Welcome to a dramatically lower cost pooled employer retirement solution
The Chesterfield Regional Chamber of Commerce 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 Chesterfield Regional Chamber of Commerce 401(k) Retirement Plan Exchange® powered by TAG Resources, Transamerica, and Fiduciary Plus.
Who is The Chesterfield Regional Chamber of Commerce?
The Chesterfield Regional Chamber is proud to play a role in the growth and promotion of our fine community. With a membership of more than 720 commercial, industrial, retail and professional firms and representing more than 27,000 employees, the Chamber is committed to the best for Chesterfield and our members. Our mission is to help our community connect, learn, and grow.
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 Chesterfield Regional Chamber of Commerce 401(k) 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 Chesterfield Regional Chamber of Commerce you get access to this cutting-edge Retirement Plan Exchange powered by TAG Resources, Transamerica, and The Plan Advocate. 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
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.
As the named ERISA 3(38) Investment Fiduciary in the plan document, the Investment Manager is responsible for the selection and monitoring of the funds in the investment menu in accordance with the Investment Policy Statement for the plan. TAG Resources works with leading global providers of investment services staffed by research professionals, many of whom have hands-on fund management experience and the human capital, technology, and experience to manage investment risk and return outcomes.
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?
Securities and Investment Advisory Services offered through Cutter & Company, Inc. 15415 Clayton Rd., Ballwin, MO 63011. (636) 537-8770 Member FINRA, SIPC
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.