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Welcome to one of the best Retirement Plans ever built.
Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.
About Us
About [Company]
The [Sample Company] Retirement Plan, powered by TAG Resources.
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?
Retirement Solution
The [Sample Company] Retirement Solution is a powerful tool for your company.
*You can attract and retain top talent.
*You can maximize your opportunities to save for your own retirement.
Most Employers Have Concerns About Having A 401k.
We Have Solutions.
Tag Resources administrative process is designed to meet DOL random audit requirements on a realtime basis.
As named fiduciary on your plan we mitigate liability risk for you.
Sample Company 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.
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 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.
Managing your own retirement plan can be a big administrative burden.
With Sample Company and TAG Resources at the helm of your retirement plan, 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 [Sample Company's] trusted providers.
Our Trusted Providers Help Make It Possible.
COMPANY OR ASSOCIATION
This is the bio of the company or association.
3(38) Investment Manager
About the 3(38) Provider.
Recordkeeper
About the Recordkeeper
PLAN ADMINISTRATOR
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.
FINANCIAL ADVISOR
This is the financial advisor listing. This should have a fillable field as well on back end.