Introducing the [Program Name][401(k)/403(b)] Retirement Plan Exchange®
Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.

Introducing the [Program Name][401(k)/403(b)] Retirement Plan Exchange®
Every Successful Company, No Matter The Size, Should Offer A Retirement Solution.
[PROGRAM NAME] mission statement here. Who are you and what is important about you? What separates you from other businesses that offer a retirement program?
Introducing the [Program Name][401(k)/403(b)] Retirement Plan Exchange®
[Program Name] [401(k)/403(b)] has partnered with TAG & Transamerica to help employers spend more time running their business, not their retirement plan. TAG’s design handles administrative duties, reduces your risk, and is cost-effective.
[PROGRAM NAME] [401(k)/403(B)] is powered by The TAG & Transamerica 401(k) Retirement Plan Exchange® platform. It is based on sound structural elements that have been developed over the last 20 years, reviewed, and successfully tested to accept fiduciary responsibilities specified by ERISA, the Internal Revenue Code, and Department of Labor regulations while striving to provide compliance assurance with those regulations in order to reduce fines and penalties.
5 Advantages with the [Program Name][401(k)/403(B)] Retirement Plan Exchange®
TAG oversees plan set-up, implementation, monitoring, enrollment, and other duties.
By shifting administrative and certain named fiduciary duties to TAG Resources, employers can mitigate the most defined legal obligations and responsibilities.
[Program Name][401(k)/403(B)] processes are developed to administer plans to be DOL and IRS compliant.
The [PROGRAM NAME] [401(k)/403(b)] is built on a pooled pricing model and often costs less than other programs offering fewer comprehensive services.
The [PROGRAM NAME] [401(k)/403(b)] combines industry-leading professional service providers for “end to end” retirement plan oversight, including robust tools and resources for employees.
Administrative
Responsibilities
The 90% Advantage with The [Program Name] [401(k)/403(b)] Retirement Plan Exchange®
A major DIFFERENTIATOR of the [Program Name] [401(k)/403(b)] for you as a participating employer is the reduced administrative tasks you have to perform on your [401(k)/403(b)].
YOUR RESPONSIBILITIES WITHOUT The [Progam Name][401(k)/403(B)]
VS
YOUR RESPONSIBILITIES WITH The [Progam Name][401(k)/403(B)]
[PROGRAM NAME] [401(k)/403(b)] TAKES ON OVER 90% OF THE RESPONSIBILITIES
An employer who sponsors a retirement plan for their employees has overriding fiduciary responsibility for the plan. This solution allows the employer to outsource that responsibility to the highest degree.
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.
The Core Benefits of The [Program Name][401(k)/403(b)] Retirement Plan Exchange®
Experience over Enthusiasm
Retirement plan providers are currently struggling to deal with pooled structures. Many are enthusiastically working with pooled plans, such as pooled employer plans (PEPs), for the first time. TAG Resources and Transamerica have been the innovators in pooled structures for over 20 years. TAG’s experience has helped them understand how to structure the plan to get the best savings and protection available to you.
TAG & Transamerica have a proven track record of working together to understand employers’ needs and effectively meeting those needs.
Additionally, retirement plans carry significant fiduciary liability and government compliance exposure for employers. The [Program Name] [401(k)/403(b)] outsources most fiduciary responsibilities and compliance to TAG Resources to the highest extent available. While most retirement plans do not offer this level of fiduciary and compliance assistance, TAG works as your retirement department by becoming a Signatory Named Fiduciary on your retirement plan.
Driving Participant Success
An easy-to-understand forecast generated by the underlying methodology provided by Morningstar. Using simple weather icons, it shows participants if their current investment strategy is likely to produce the income they’re seeking in retirement and offers steps to improve their chances of achieving their goals. Your Retirement Outlook® is featured prominently on the participant website, mobile app, and quarterly statements.
The description of the company is placed here.
The description of the FA is placed here.
The description of the 3(38) provider is placed here.
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 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.
The Best Retirement Plan We’ve Ever Built. Interested? Let Us Tell You More. Contact Us Now.
info@rev8lation.com
555-555-5555
Important: The projections or other information generated by the engine (which produces Your Retirement Outlook®) regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and are not guarantees of future results. Results derived from the tool may vary with each use and over time.
The Retirement Plan Exchange® plan solution 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 the plan 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 plan as a whole. Transamerica does not act as a 3(16) plan fiduciary.
Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528.
The Pyramid logo, Retirement Plan Exchange®, OnTrack®, Your Retirement Outlook® and Brighten Your Outlook® are registered service marks of Transamerica. TAG Resources, Inc., is a wholly owned subsidiary of Transamerica, but there are no other affiliations between the two and any other organization referenced.
©️2023 TAG Resources ©️2022 Rev8lation Media
©2023 Transamerica Corporation
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