[ADVISOR FIRM NAME] has a new retirement solution to offer our clients and their employees

Helping turn companies retirement plans into an asset

[Advisor Firm Name] has created the [Program Name] Retirement Plan Exchange™ Solution to help our clients make the right decisions to achieve their companies financial goals.

That is why we have partnered with industry leaders Transamerica and TAG Resources. What does this partnership mean to our clients who offer or want to offer their employees and retirement plan?

Reduced Risk

If you adminster your own retirement plan you are personally liable for the plan. The new solution takes on the fiduciary risk.

Administrative Duites

The list of duties that accompanies administering your own plan is long and tedious. TAG resources remove over 90% of those administrative duties.


This solution gives you time back to focus on you business. Your employees can focus on building your business. Not administering your retirement plan.


Having a retirement plan administered by professionals will help attract new talent and help retain your top employees.

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“Helping business with the [Program Name] Retirement Plan Exchange™ Solution to grow is our mission. We aim to reduce the discords and friction of day-to-day office problems and give our clients time back..”

What do [Advisor Firms Name] trusted partners bring to the table?


Driving Participant Success

The Transamerica participant experience is designed to help people understand if their savings and investment strategy is in line with their retirement goals. It starts with enrollment and continues with personalized communications and financial education showing participants how they can improve their retirement readiness.

An easy-to-understand forecast generated by the underlying methodology provided by Morningstar. Using simple weather icons, it shows participants if their current investment strategy is likely to produce the income they’re seeking in retirement and offers steps to improve their chances of achieving their goals. Your Retirement Outlook® is featured prominently on the participant website, mobile app, and quarterly statements.


The over 90% Advantage

TAG Resources is the Plan Administrator and a Named Fiduciary, as defined under ERISA sections 402(a), 3(16), and 3(21). It is our job to perform all functions necessary to keep your plan compliant.

As such, TAG Resources is responsible for the day-to-day operations of your plan. The functions we perform on your behalf include: the signing and filing of the Form 5500, QDRO determinations, service of legal process related to the plan, plan operations, participant claims and appeals, distributions, beneficiary determinations, including any related extensions to the plan.

Our Clients Responsibilities

The structure of the retirement landscape is changing quickly. The [Program Name] Retirement Plan Exchange™ Solution is here to help our clients step into a retirement solution that helps them scale. Our goal is to help our clients increase their revenue and scale their business. {Advisor Firm Name] believes in the solution we are offering an hope you will consider it as an option for your company and employees.
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Take control of your company's retirement plan and help give your employees a better chance at retirement readiness.

Please fill in the details, and we will get back to you asap and start our journey together.