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

Welcome to one of the best Retirement Plans ever built. The PIA Retirement Plan, powered by TAG Resources.

Professional Insurance Agents (PIA) is the premier professional association representing independent insurance agencies and their employees. PIA Northeast works to advance the independent agency system across five states — New York, New Jersey, Connecticut, New Hampshire, and Vermont. We provide the very best education, information, advocacy, and business tools specifically designed for independent agents. www.PIA.org

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 PIA Retirement Plan 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.

DOL Random Audits Can Crush 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.​

As a result, they take a lot of employee hours, which more often than not costs you as an employer more money. With the PIA Retirement Plan 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.

  • Law states that if you do not have Erisa Trained staff you must contract with someone who does. TAG staff is Erisa trained. 
  • 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

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

By using the PIA Retirement Plan trusted providers.

Our Trusted Providers Help Make It Possible.

Company or Association

Professional Insurance Agents (PIA) is the premier professional association representing independent insurance agencies and their employees. PIA Northeast works to advance the independent agency system across five states -- New York, New Jersey, Connecticut, New Hampshire, and Vermont. 

3(38)

Fiduciary-Plus was created to partner with advisors as we strive to provide best in class services to plan sponsors and their plan participants.

RECORDKEEPER

We work with an industry leading Recordkeeper.

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.

 

FINANCIAL ADVISOR

At Dimatteo Group, we believe in giving back, contributing, educating, and serving.  We provide 401k oversight services for small businesses from all industries with locations around the country. 

There you have it.

The Best Retirement Plan
We've Ever Built

Common Questions

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