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].
Less risk for you also means more security for the employees you manage. This can lead to better and more qualified employees.
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
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.
Your information stays private with us. We do not share your information. To speak with an Advisor, simply fill out the info below. Let us get you started.
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