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ENVISION A DIFFERENT KIND OF RETIREMENT SOLUTION

[ASSOCIATION LOGO IS PLACED HERE]

Welcome to a dramatically lower cost pooled employer retirement solution

The [Sample Association] has done extensive due diligence to find a retirement solution that saves members money, reduces their fiduciary risk, and outsources more than 90% of their retirement plan fiduciary duties. Introducing the [Sample Association] Retirement Solution powered by TAG Resources, Transamerica, and [Investment Manager].

A better fit for you and your employees

Less risk for you also mean more security for the employees you manage. This can lead to better and more qualified employees.

  • Cost Effective

    Pooling hundreds of company retirement plans together provides scale that allows the [Sample Association] Retirement Solution to provide members with lower cost even with expanded services

  • Outsource Administration

    Over 90% of your administrative tasks will be handled through the outsourcing of administration to retirement professionals.

  • Outsource Liability

    Simply failing to file a 5500 tax form on time can cost as much as $2140 Dollars PER DAY! Plans administered through the Texas Pest Control Association Retirement Solution are designed to meet IRS and DOL regulations.

What do your administrative duties look like with and without this new solution?

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 [Sample Association] you get access to this cutting edge Retirement Solution powered by TAG Resources, Transamerica, and [Investment Manager]. Learn more about becoming a member. By virtue of being a member you get instant access to the solution.

Partners behind the [Sample Association] solution

Connecting participants to the power of their solution

With more than 85 years of experience helping people prepare for retirement, Transamerica is one of the most recognized, trusted names in financial services. As a pioneer in pooled-plan solutions, we equip plan sponsors with the tools, resources, and professional support to help their employees pursue a healthier, more secure future.

Investment Manger Info

Investment Manager information is placed here

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.

Ready for a better 401k Plan?