The [ASSOCIATION/COMPANY NAME] has done extensive due diligence to find a retirement solution that saves members money, reduces their fiduciary risk, and outsources more than 90% of their duties. Introducing [PROGRAM NAME][401K/403(B)] Retirement Plan Exchange® powered by TAG Resources, Transamerica, and [3(38) Manager].
[ASSOCIATION/COMPANY NAME] Mission statement/bio is inserted into this section.
Less risk for you also means more security for the employees you manage. This can lead to better and more qualified employees.
Pooling hundreds of company retirement plans together provides scale that allows the [PROGRAM NAME][401K/403(B)] Retirement Plan Exchange® to provide members with lower cost even with expanded services.
Over 90% of your administrative tasks will be handled through the outsourcing administrative duties to retirement professionals.
Simply failing to file a 5500 tax form on time can cost as much as $2,140 Dollars PER DAY! Plans administered through the Retirement Plan Exchange are designed to meet IRS and DOL regulations.
By becoming a valued member of the [ASSOCIATION/COMPANY NAME] you get access to this cutting edge Retirement Plan Exchange powered by TAG Resources, Transamerica, and [3(38) INVESTMENT MANAGER]. Learn more about becoming a member. By virtue of being a member you get instant access to the solution.
Our industry leading partners behind the associations solution
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.
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 pooled Retirement Programs, bundling retirement plans together in a service model previously only available for very large companies.
The companies identified above are separate and unaffiliated organizations. Logos and trademarks are the intellectual property of their respective owners.
Retirement Plan Exchange® is a registered service mark of Transamerica. The Exchange is not a multiple employer plan (MEP). Unlike a 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.
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