PIA National – Tag Co Brand

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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