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

Take a few minutes with us. The [Sample Company] Retirement Solution is proven, award winning, and most importantly, reliable.

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?

[Sample Company] has partnered with TAG Resources. What does this mean?

It means you have just found a cost effective solution that performs over 90% of your administrative tasks. [Sample Company Retirement Solution] really does handle...

of all your administrative duties.

So you can focus on running your business

So, what do your tasks look like
without TAG and with TAG?

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

WITHOUT TAG

  • 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

WITH TAG

  • Monitor TAG
  • Upload Payroll Files 
  • Year End Data Collection

These are just some of the reasons managing your own retirement plan can be a big administrative burden. Most Employers Have Concerns About Having A 401(k).

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 admistative 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. Any employer who understands it does not want the risk. We mitigate that risk for you.

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.

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​

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!

Simply failing to file a 5500 tax form on time can cost as much as $2140 Dollars PER DAY! TAG plans are designed to meet IRS and DOL regulations.

Tired african businessman sitting at workplace frustrated by business failure

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.

Sample Company

Sample Company

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3(38) Logo

3(38) Company

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

Recordkeeper Logo

Recordkeeper

The description of the Recordkeeper is placed here.

Recordkeeper

Recordkeeper

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Financial Advisor Logo

Financial Advisor

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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

Common Questions

Interested? Let us tell you more. Contact us now.

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