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

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

About Us

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

The [Program Name][401(k)/403(b) Retirement Plan Exchange®], 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?

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

As named fiduciary on your plan we 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 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.

Plan Administrator Responsibilities

TAG performs over 90% of administrative duties.

These are your responsibilities without TAG

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

These are your responsibilities with TAG

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.

Our Trusted Providers Help Make It Possible.

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

This is the bio of the company or association.

[3(38) Investment Manager]

About the 3(38) Provider.

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.

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.

There you have it.

The Best Retirement Plan We've Ever Built

Interested? Let Us Tell You More. Contact Us Now.

Common Questions

Our Contact

Email Address

[email protected]

Call Us

+13-000-0000

Our Social Media

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.