Connecting you to a retirement plan that performs over 90% of all your administrative duties.
Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.
Company Logo
[Company] mission statement here. Who are you and what is important about you? What separates you from other businesses that offer a retirement program?
Introducing the [Program Name][401(k)/403(b) Retirement Plan Exchange®]
The [Program Name][401(k)/403(b) Retirement Plan Exchange®], powered by TAG Resources.
The [Program Name][401(k)/403(b)] is a powerful tool for your company.
You can attract and retain top talent. You can maximize your opportunities to save for your own retirement.
Department of Labor random 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.
Most Employers Have Concerns About Having A 401(k). These are just some of the reasons managing your own retirement plan can be a big administrative burden.
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. Some employers who understand this are unlikely to want the risk.
The [Program Name][401(k)/403(b)] and TAG Resources, as named fiduciaries on your plan, will 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 [Program Name][401(k)/403(b)] is a “pooled” retirement plan, meaning that we pool many company plans together. This lowers our clients prices and provides them with some of 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.
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.
Managing your own retirement plan can be a big administrative burden.
With [Sample Company] 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.
Plan Administrator Responsibilities
TAG performs over 90% of administrative duties.
How does our plan Overcome all of the concerns listed above?
By using [Program Name][401(k)/403(b)] trusted providers.
[Program Name][401(k)/403(b)]
The description of the company is placed here.
[3(38) Logo]
The description of the 3(38) provider is placed here.
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.
[Financial Advisor Logo]
The description of the FA is placed here.
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.
There you have it.
The Best Retirement Plan We’ve Ever Built. Interested? Let Us Tell You More. Contact Us Now.
Contact Us
Email
info@rev8lation.com
Phone
310-614-9957
Retirement Plan Exchange® is a registered service mark of Transamerica. The Exchange is not a multiple employer plan (MEP). Unlike an 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. Before adopting any plan you should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations. Investment Manager 3(38) services when offered are provided by [3(38) Investment Manager]. All companies referenced are separate and unaffiliated organizations. Logos and trademarks are the intellectual property of their respective owners.