TAG oversees plan set-up, implementation, monitoring, enrollment, and other duties.
Employers don’t want to be at risk.
By shifting administrative and certain named fiduciary duties to TAG Resources, employers can mitigate the most defined legal obligations and responsibilities.
Employers don’t want fines or penalties.
TAG Resources processes are developed to ensure plans are in compliance with DOL and IRS regulations.
Employers don’t want to overpay.
Employers can streamline administrative costs and take advantage of economies of scale. Plus, if you are starting a new plan, your business may be eligible to receive tax credits. If you have over 100 participants and are required to do an annual IRS audit our audit costs are very low due to negotiated discounted audit cost by TAG Resources on behalf of employers.
Well known Providers
Employers want to work with industry leaders.
The solution combines industry-leading professional service providers for “end-to-end” retirement plan oversight, including robust tools and resources for employees.