Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.

Connecting you to a retirement plan performs over 90% of all your administrative duties

The [Program Name][401(k)/403(b) Retirement Plan Exchange®] powered by TAG Resources and Transamerica.

A short bio of your company mission. Who are you and what is important about you? What separates you from other businesses that offer a retirement program?

The [Program Name][401(k)/403(b)] is a powerful tool for your company.

Most Employers Have Concerns About Having a [401(k)/403(b)]

We Have Solutions.

Compliance Issues​​

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.​

Huge Liability

Employers often do not know the liability they take on. Some employers who understand this are unlikely to want the risk. 

The [Program Name][401(k)/403(b)] and TAG Resources, as named fiduciaries on your plan, will mitigate liability risk for you.

Overpriced Plans​

Small business owners are sometimes already financially stretched and cannot afford a high priced retirement solution that works. TAG is the answer other companies retirement providers cannot match.

The [Program Name][401(k)/403(b)] is a “pooled” retirement plan, meaning that we pool many company plans together. This lowers our clients prices and provides them with some of the most extensive services in the industry.

Administration​

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 with ERISA in offering the best plan to your employees.

Administration on the plan is done by TAG Resources. TAG Resources employees are all trained on ERISA law and TAG has ERISA lawyers on staff and on retainer.

Department of Labor random audits can be costly for your business!

The IRS penalty for late filing of a 5500-series return is $25 per day, up to a maximum of $15,000. The DOL penalty for late filing can run up to $1,100 per day, with no maximum.

Tired african businessman sitting at workplace frustrated by business failure

Managing your own retirement plan can be a big administrative burden.

With TAG Resources at the helm of your retirement solution, you can stay on top of your business, knowing that the day-to-day responsibilities of your plan are being looked after.

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

How does our plan Overcome all of the concerns listed above?

By using [Program Name][401(k)/403(b)] trusted providers.

[Program Name][401(k)/403(b)]

[Program Name][401(k)/403(b)]

The description of the company is placed here.

[3(38) Logo]

[3(38) Company]

The description of the 3(38) provider is placed here.

Recordkeeper

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.

[Financial Advisor Logo]

[Financial Advisor]

The description of the FA is placed here.

TAG Resources

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 Retirement Programs. The Multiple Employer Program™ is our newest innovation, bundling retirement plans together in a service model previously only available for very large companies.

There you have it.

The Best Retirement Plan We've Ever Built

Retirement Plan Exchange® is a registered service mark of Transamerica. The Exchange is not a multiple employer plan (MEP). Unlike an MEP, certain plan qualification and ERISA requirements are applied at the individual plan level. An employer participating in an Exchange retains certain fiduciary responsibilities, including responsibility for retaining and monitoring the 3(16) plan administrator, for determining the reasonableness of its fees, and for periodically reviewing the Exchange as a whole. Before adopting any plan you should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations. Investment Manager 3(38) services when offered are provided by [3(38) Investment Manager]. All companies referenced are separate and unaffiliated organizations. Logos and trademarks are the intellectual property of their respective owners.

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