Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.

Welcome to one of the best Retirement Solutions ever built. The Complete 401k Retirement Solution Powered By TAG Resources. ​

Successful Completion of Negotiations

About Dynamic Wealth

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.

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. ​

Most Employers Have Concerns About Having A 401k.

We Have Solutions.

Compliance Issues​​

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.​

Huge Liability

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. ​

Overpriced Plans​

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.

Administration​

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.

DOL Random Audits Can Crush Your Business!​​

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.

Tired african businessman sitting at workplace frustrated by business failure

Managing your own retirement plan can be a big administrative burden.

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.

  • ERISA law states that if you do not have ERISA trained staff, you must contract with someone who is. 401k Extra and TAG’s staff are ERISA trained.
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  • 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
  • TDF’s that meet DOL TDF selection recommendations
  • Ultra Low Cost Index Investments
  • Securities Lending Reducing Investment Costs
  • High Quality Actively Managed CIT Investments at Reduced Costs
  • Institutional Investment Management Process
  • No Investment Availability Restrictions
  • Experienced ERISA Investment Professionals
  • Multiple Levels of 3(38) Fiduciaries
Multiracial business team having a meeting

How does our plan Overcome all of the concerns listed above?

By using Complete 401k's trusted providers.

Our Trusted Providers Help Make It Possible.

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.

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PLAN ADMINISTRATOR

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.

There you have it.

One Of The Best Retirement Plans
We've Ever Built

Common Questions

Interested? Let us tell you more. Contact us now.

Our Website

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