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Envision A Different Kind Of Retirement Solution

Welcome to a dramatically lower cost pooled employer retirement solution

The Georgia Chamber of Commerce 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 GA Chamber 401(k) Retirement Plan Exchange® powered by TAG Resources, Transamerica, and Fiduciary Plus.

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.

TAG performs over 90% of administrative duties.

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 better and more qualified employees.

Cost Effective

Pooling hundreds of company retirement plans together provides scale that allows the GA Chamber 401(k) Retirement Plan Exchange® to provide members with lower cost even with expanded services.

Outsource Administration

Over 90% of your administrative tasks will be handled through the outsourcing administrative duties 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 Retirement Plan Exchange are designed to meet IRS and DOL regulations.

Not a member but want to achieve this excellent benefit?

By becoming a valued member of The Georgia Chamber of Commerce you get access to this cutting edge Retirement Plan Exchange powered by TAG Resources, Transamerica, and Fiduciary Plus. Learn more about becoming a member. By virtue of being a member you get instant access to the solution.

Our Partners

Our industry leading partners behind the associations solution

Connecting participants to the power of their solution

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.

Investment Manager

Fiduciary-Plus was created to partner with advisors as we strive to provide the best in class services to plan sponsors and their plan participants. Fiduciary-Plus helps a business owner/plan committee manage fiduciary liability by engaging RPA to accept responsibility for investment decisions as an ERISA defined 3(38) discretionary investment manager. But the services don’t stop there. Fiduciary Plus also offers: plan governance education webinars and certificates, benchmarking of services and fees, and a fiduciary vault to support the storage of vital documentation.

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 401k Plan?

Disclaimer: The Georgia Chamber seeks to provide access to recommendations, regulations, services and expertise to its members. During the COVID-19 pandemic, this mission remains constant. Prior to acting, members should consult their own professional advisors for information and counsel specific to the individual and unique situations faced by organizations, individuals and corporations. The opinions, interpretations and recommendations of the Georgia Chamber are informational only and should not be relied upon by the recipient as legal or professional advice. The Georgia Chamber makes no representations as to the accuracy or reliability of the content contained herein. Users of this information accept any and all risks associated with the use of such information and agree that the Georgia Chamber has no liability to user.

The companies identified above are separate and unaffiliated organizations. Logos and trademarks are the intellectual property of their respective owners.

Retirement Plan Exchange® is a registered service mark of Transamerica. The Exchange is not a multiple employer plan (MEP). Unlike a 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.

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