Your Retirement Plan should be a major reason why people want to work for you.
You are far more likely to attract better employees and retain the employees for longer by offering the security of a stellar Retirement Plan when hiring.

Dynamic Wealth Advisors is a national network of fiduciary advisors throughout the U.S. that focuses on
servicing and assisting plan sponsors in achieving their personal, corporate, and retirement plan goals in
a high quality, fiduciary manner. By putting the client’s interests first, Dynamic Wealth and its advisors
are able to objectively listen to each client’s unique needs and circumstances before developing
strategies and solutions. We strive to create a people-centric work environment and a culture that
encourages a well-balanced life for plan sponsors and participants alike.
You are far more likely to attract better employees and retain the employees for longer by offering the security of a stellar Retirement Plan when hiring.
We Have Solutions.
In 2020 67% of companies randomly audited by the DOL failed the audit. Resulting in Billions in fines and penalties.
Tag Resources administrative process is designed to meet DOL random audit requirements on a realtime basis.
Employers often do not know the liability they take on. Any employer who understands it does not want the risk. We mitigate that risk for you.
As named fiduciary on your plan we mitigate liability risk for you.
Small business owners are sometimes already financially stretched and cannot afford a high priced retirement solution that works. TAG is the answer other companies retirement providers cannot match.
The Complete 401k Retirement Solution 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.
When offering a retirement plan to your people, you're held to the highest standards under the law. If you don't have the required expertise in house, you need to hire professionals to help you stay compliant with ERISA in offering the best plan to your employees.
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.
Simply failing to file a 5500 tax form on time can cost as much as $2140 Dollars PER DAY! TAG plans are designed to meet IRS and DOL regulations.
As a result, As a result, they cost you as an employer more money. With Complete 401k 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.
By using Complete 401k's trusted providers.
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.
33(8)
Dynamic Wealth Advisors is an objective, independent and client focused 3(38) investment fiduciary
manager solution whose extensive and detailed process of selecting, monitoring, and replacing
investments is held to the highest levels of due diligence, fiduciary standards, and ERISA requirements.
We utilize Retirement Plan Advisory Group (RPAG) which has over $700 billion in retirement plan assets
under influence (9/30/2020).
RECORDKEEPER
We use an industry leading recordkeeper.
COMPANY & FINANCIAL ADVISOR
By putting the client’s interests first, Dynamic Wealth and its advisors are able to objectively listen to each client’s unique needs and circumstances before developing strategies and solutions. We strive to create a people-centric work environment and a culture that encourages a well-balanced life for plan sponsors and participants alike.
401k@dwaria.com
970-225-2001
None of the information provided above is an investment recommendation. Please contact a financial professional for advice. The information expressed herein does not constitute legal, tax, or investment advice. Advisory services, including Section 3(38) investment management are offered through Dynamic Wealth Advisors, an SEC registered Investment Advisor.Dynamic Wealth Advisors, TAG Resources, Coulter and Justus P.C., The Law Offices of Robert Toth, and Transamerica are all separate, unaffiliated entities