THE TAG Pooled Plan Solution For Plan Sponsors

More than a pep

More than a pep

TAG RUNS YOUR RETIREMENT PLAN

A pooled plan solution that gives employers access to four pooled plan Arrangements to meet their specific needs.

5 Pooled Solution Advantages

5 Pooled Solution Advantages

TAG RUNS YOUR PLAN

TAG RUNS YOUR PLAN So you can focus on Business

PEPs - The Future of Pooled Solutions?

Pooled Employer Plans (PEPs)  have recently gained attention as the new, hot solution in retirement, but pooled plan arrangements are not new to the industry. In fact, we’ve worked with pooled solutions over the past two decades. Today, employers have more choices on how to set up their plans and it can be an ongoing challenge to determine what type of pooled plan is the best fit. The TAG Pooled Plan Solution provides 4 arrangement options for businesses that wish to offer the benefits of a pooled plan. The TAG solution arrangements are unique in the industry.

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CHOICE WITHOUT COMPRoMISE

CHOICE WITHOUT COMPROMISE

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PEP

Pooled Employer Plan (TAG PEP) ​

It is a solution exclusively for clients with over 100 participants looking to reduce audit costs on their plan.


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EXCHANGE

TAG Retirement Plan Exchange®

A solution primarily for businesses with under 100 participants, looking for the most cost-effective pooled solution without having to participate in the cost of an annual audit. 

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GOP

Group of Plans (GOP)


A solution for businesses looking for the benefits provided by an Exchange without the requirement of an individual 5500. 

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MEP

Multiple Employer Plan (MEP)

An option for businesses that have commonality such as industry associations offering a 401(k) plan as a benefit to members.

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OTHER CAPABILITIES

OTHER CAPABILITIES

TAG Pooled Plan Solution combines industry-leading professional service providers for “end-to-end” retirement plan oversight, including robust tools and resources for employees.

We Have Solutions.

Access to comprehensive Reporting
Work with market leaders with over 20 years of experience in pooled plan arrangements
Broad selection of investment managers
TAG’s proprietary “Bedrock” software

YOUR RESPONSIBILITIES

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.

YOUR RESPONSIBILITIES

Let us help you scale your business and protect your hard work.

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