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Envision a more powerful retirement solution
Welcome to a competitively priced pooled employer retirement solution
The Texas Pest Control Association has done extensive due diligence to find a retirement solution that helps to save members money, mitigates their fiduciary risk, and outsources more than 90% of their duties. Introducing the Texas Pest Control Association Retirement Solution powered by John Hancock, TAG Resources, and Raymond James.
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Why pay more to handle fiduciary Liability?
The Texas Pest Control Association leverages its new relationships to offer you the following with this new retirement solution.
See how we could be a better fit for you and your employees
A comprehensive solution could mean less work for you while still providing dependability for the employees you manage. This can lead to hiring and retaining better and more qualified employees.
Services rendered will be dependent on applicable agreements.
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.
- 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
Not a member but want to achieve this excellent benefit?
By becoming a valued member of the Texas Pest Control Association you get access to this cutting edge Retirement Solution powered by John Hancock, TAG Resources and Raymond James Learn more about becoming a member. By virtue of being a member you get access to this innovative retirement solution.
Retirement Solutions Powered by these Fortune 500 Partners
A fortune 500 investment manager
The retirement plan fund lineup will be selected by your Raymond James 3(38) Investment Manager and will continue to undergo regular reviews to ensure a diverse and prudent investment menu is available to you and your employees. Alongside the 3(38) Investment Manager, your Raymond James financial advisor with NEXT Retirement Solutions can provide one on one financial planning and a myriad of financial services to help plan for what is important to you. We understand there is more to just helping you decide how to invest because those decisions aren’t just about money, they’re about what the money can do for you and your goals.
Learn more about financial planning
Connecting your employees to the power of their solution
John Hancock, the plan’s recordkeeper is among the leaders in retirement plans for small businesses with 50 years in the retirement plan business. Participants will have access to John Hancock’s participant experience, providing them with the tools and personalized guidance they need to help achieve financial wellness and retirement readiness.
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.
Securities offered through Raymond James Financial Services, Inc, members of FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Next Retirement Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James is not affiliated with John Hancock or TAG Resources.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investment and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their perspective sponsors. Raymond James is not responsible for the content of any website of the collection or use of information regarding any website’s users or members.
Raymond James Branch Information
12240 Inwood Road, Suite 200 Dallas, TX 75244 972.331.1300
