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Envision a more powerful retirement solution

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Welcome to a dramatically lower cost pooled employer retirement solution

The Cunningham Group 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 Cunningham Group Retirement Solution powered by John Hancock, TAG Resources, and Wilshire.

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Medical Insurance

Why pay more to handle fiduciary Liability?

The Cunningham Group leverages its new relationships to offer you the following with this new retirement solution.

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 hiring and retaining better and more qualified employees.

  • Cost Effective

    Pooling hundreds of company retirement plans together provides scale that allows the Cunningham Group Retirement Solutions members lower costs and dramatically expanded services.

  • Outsource Administration

    Over 90% of your administrative tasks will be handled through the outsourcing of administration 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 Cunningham Group Retirement Solution are designed to meet IRS and DOL regulations.

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.

Plan Administrator Responsibilities

TAG performs over 90% of administrative duties.

Not a member but want to achieve this excellent benefit?

By becoming a valued member of the Cunningham Group you get access to this cutting edge Retirement Solution powered by John Hancock, TAG Resources and Wilshire. Learn more about becoming a member. By virtue of being a member you get access to this innovative retirement solution.

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Retirement Solutions Powered by these industry leaders

3(38) investment manager

Established in 1981, Wilshire Consulting provides customized consulting and investment solutions, including outsourced-CIO (OCIO) services. Through its investment consulting services to public and corporate clients, Wilshire Consulting assists in ensuring secure and safe retirements for millions Americans including those participating in some of the nation’s largest public and corporate retirement plans. Combined with our endowment, foundation and major insurance company clients, we consult on combined total assets of nearly $1 trillion. Wilshire consultants provide strategic advice on asset allocation, risk management, investment policy development, asset class structuring, investment manager evaluation and monitoring.

Connecting your employees to the power of their solution

John Hancock, the plan’s recordkeeper is among the leaders in retirement plans for small businesses with 50 years in the retirement plan business. Participants will have access to John Hancock’s award-winning participant experience, providing them with the tools and personalized guidance they need to achieve financial wellness and retirement readiness.

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 401(k) Plan?

Contact Us


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