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?
*You can attract and retain top talent.
*You can maximize your opportunities to save for your own retirement.
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.
Employers often do not know the liability they take on. Some employers who understand this are unlikely to want the risk.
As named fiduciary on your plan we mitigate liability risk for you.
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.
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.
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.
This is the bio of the company or association.
[3(38) Investment Manager]
About the 3(38) Provider.
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.
This is the financial advisor listing. This should have a fillable field as well on back end.