Welcome to a competitively priced pooled employer retirement solution
POWERED BY TAG RESOURCES & JOHN HANCOCK
The Texas Pest Control Association has done extensive due diligence to find a retirement solution that helps to save members money, mitigates their fiduciary risk, and outsources more than 90% of their duties. Introducing the Texas Pest Control Association Retirement Solution powered by John Hancock, TAG Resources, and Raymond James.
ADVANTAGES
5 Advantages with the Texas Pest Control Association Retirement Solution
EMPLOYERS DON’T WANT TO BE 401(k) EXPERTS.
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 administer plans to be DOL and IRS compliant.
EMPLOYERS DON’T WANT TO OVERPAY.
The Texas Pest Control Association Retirement Solution is built on a pooled pricing model and often costs less than other programs offering fewer comprehensive services.
EMPLOYERS WANT TO WORK WITH INDUSTRY LEADERS.
The TCPA Control Association Retirement Solution combines industry-leading professional service providers for “end to end” retirement plan oversight, including robust tools and resources for employees.
What do your administrative duties look like with and without this new solution?
Many employers are unaware of the actual list of responsibilities that befall them when they take on their own retirement plan.
TAG performs over 90% of administrative duties.
- 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
- 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
- Upload Payroll Files to TAG
- Monitor TAG
- Provide Year-End Data for Testing
CORE BENEFITS
OUTSOURCE ADMINISTRATION
Over 90% of your administrative tasks will be handled through the outsourcing of administration to retirement professionals.
OUTSOURCE LIABILITY
Simply failing to file Form 5500 – a required reporting form for retirement plans – on time can cost as much as $2,259 per day, as published by the US Department of Labor! Plans administered through TPCA’s partners are designed to meet IRS and DOL regulations and ensure no extra fees.
COST EFFECTIVE
Pooling hundreds of company retirement plans together provides scale that allows the Texas Pest Control Association Retirement Solutions members lower costs and dramatically expanded services.
Not a member but want to achieve this excellent benefit?
By becoming a valued member of the Texas Pest Control Association you get access to this cutting edge Retirement Solution powered by John Hancock, TAG Resources and Raymond James Learn more about becoming a member. By virtue of being a member you get access to this innovative retirement solution.
Retirement Solutions Powered by these Fortune 500 Partners
Investment Manager
Raymond James
The retirement plan fund lineup will be selected by your Raymond James 3(38) Investment Manager and will continue to undergo regular reviews to ensure a diverse and prudent investment menu is available to you and your employees.
Alongside the 3(38) Investment Manager, your Raymond James financial advisor with NEXT Retirement Solutions can provide one on one financial planning and a myriad of financial services to help plan for what is important to you. We understand there is more to just helping you decide how to invest because those decisions aren’t just about money, they’re about what the money can do for you and your goals.
Recordkeeper
John Hancock
John Hancock, the plan’s recordkeeper is among the leaders in retirement plans for small businesses with 50 years in the retirement plan business. Participants will have access to John Hancock’s participant experience, providing them with the tools and personalized guidance they need to help achieve financial wellness and retirement readiness.
Plan Administrator
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 pooled Retirement Programs, bundling retirement plans together in a service model previously only available for very large companies.
Ready to optimize your 401(k)?
Securities offered through Raymond James Financial Services, Inc, members of FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Next Retirement Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James is not affiliated with John Hancock or TAG Resources.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investment and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their perspective sponsors. Raymond James is not responsible for the content of any website of the collection or use of information regarding any website’s users or members.
Raymond James Branch Information
12240 Inwood Road, Suite 200 Dallas, TX 75244 972.331.1300
