Every Successful Company, No Matter The Size, Should Consider A Retirement Plan.

Welcome to one of the best Retirement Plans ever built.

The Signature Fiduciary Connect, powered by John Hancock, TAG Resources and Raymond James.

About John Hancock

For over 50 years, John Hancock has helped people plan and invest for retirement. Today, JH recordkeeps over 50,000 plans ranging in plan size from startup to $1billion in aum for over 2.8 million participants with total aum of $170billion.  The leading provider of plans under $5M, John Hancock gives you access to the expertise of a firm that are retirement plan specialists.

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 401(k).

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 John Hancock Signature Fiduciary Plus 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.

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.

Tired african businessman sitting at workplace frustrated by business failure

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

 With the Signature Fiduciary Connect, powered by John Hancock, TAG Resources and Raymond James 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.

TAG performs over 90% of administrative duties.

  • Upload Payroll Files to TAG
  • Monitor TAG
  • Provide Year-End Data for Testing
  • 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

How Does Our Plan Overcome All Of The Concerns Listed Above?

By using Signature Fiduciary Connects trusted providers.

We appreciate our trusted partners.

They help make it all possible.

RECORDKEEPER

John Hancock is the leading US retirement plan recordkeeper of retirement plans under $5M. Working with a leader gives you access to the expertise of a firm wth a hisotry of success with plans of all sizes. JH has over 50 years of recordkeeping experience and today has more than 50,000 retirement plans, 2.8mion participants and $xxbillion in plan assets.

3(38)

The Raymond James 3(38) Retirement Plan Solution is a comprehensive investment strategy exclusively designed for ERISA 401(k) plans to meet the plan’s many fiduciary obligations to its participants.

PLAN ADMINISTRATOR

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.

Benefit from the power of partnership

Common Questions

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

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