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An Independent Registered Investment Adviser since 1989, dedicated to the financial success of companies, associations, foundations as well as intergenerational wealth management for families.
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.
Employers often do not know the liability they take on with a 401(k) plan.. Any employer who understands the risk, does not want to take it on.
Sailing Simms Associates, named fiduciary on your plan and TAG Resources will mitigate liability risk for you.
Small business owners are sometimes already financially stretched and cannot afford a high priced retirement solution that works.
The 401(k) Exchange 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.
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.
Administration on the plan is done by TAG Resources, whose team includes ERISA trained employees and ERISA attorneys.
TAG performs over 90% of administrative duties.
”Committed to your Financial Future”.