The [Program Name][401(k)/403(b)] 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 [Program Name][401(k)/403(b) Retirement Plan Exchange®] powered by TAG Resources and Transamerica.
Less risk for you also means more security for the employees you manage. This can lead to better and more qualified employees.
Pooling hundreds of company retirement plans together provides scale that allows The [Program Name][401(k)/403(b) Retirement Plan Exchange®] to provide members with lower cost even with expanded services.
Over 90% of your administrative tasks will be handled through the outsourcing of administration to retirement professionals.
Simply failing to file a 5500 tax form on time can cost as much as $2,140 Dollars PER DAY! Plans administered through the Retirement Solution are designed to meet IRS and DOL regulations.
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 [Program Name][401(k)/403(b) Retirement Plan Exchange®]
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.
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.
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