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.
With The [Program Name][401(k)/403(b)
Retirement Plan Exchange®] you can offer your employees a retirement plan without having to take on much of the associated administrative and fiduciary duties.
Check out what it can do you your company.
We Have Solutions.
In 2020 67% of companies randomly audited by the DOL failed the audit. Resulting in Billions in fines and penalties.
Tag Resources administrative process is designed to meet DOL random audit requirements on a realtime basis.
Employers often do not know the liability they take on. Some employers who understand this are unlikely to want the risk.
As named fiduciary on your plan we mitigate liability risk for you.
Small business owners are sometimes already financially stretched and cannot afford a high priced retirement solution that works. TAG is the answer other companies retirement providers cannot match.
The [Program Name][401(k)/403(b)] is a “pooled” retirement plan, meaning that we pool many company plans together. This lowers our clients prices and provides them with some of the most extensive services in the industry.
When offering a retirement plan to your people, you're held to the highest standards under the law. If you don't have the required expertise in house, you need to hire professionals to help you stay compliant with ERISA in offering the best plan to your employees.
Administration on the plan is done by TAG Resources. TAG Resources employees are all trained on ERISA law and TAG has ERISA lawyers on staff and on retainer.
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.
With TAG Resources at the helm of the [Program Name][401(k)/403(b], you can stay on top of your business, knowing that the day-to-day responsibilities of your plan are being looked after.
Wether you already have a plan in place or you are new to [401(k)/403(b)] plan we can help guide you.
We appreciate our trusted partners.
They help make it all possible.
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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 exchanges, 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.
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