Connecting you to a retirement plan performs over 90% of all your administrative duties.

Who is Transamerica?

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.

A powerful tool for your company.

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.

The [Program Name][401(k)/403(b) Retirement Plan Exchange®] is a powerful tool for your company.

Check out what it can do you your company. 

Most Employers Have Concerns About Having a [401(k)/403(b)]

We Have Solutions.

Compliance Issues​​

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.​

Huge Liability

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. ​

Overpriced Plans​

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.

Administration​

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.

Department of Labor random audits can be costly for your business!

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.

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Smiling business people with blueprint

Managing your own retirement plan can be a big administrative burden.

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.

Do you want a free consultation with a professional?

Wether you already have a plan in place or you are new to [401(k)/403(b)] plan we can help guide you.

Making important decisions together

We appreciate our trusted partners.

They help make it all possible.

Company or Association Information

Company Bio here

Financial Advisor

This is the information about the financial advisor. Their bio and info.

Recordkeeper

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.

Plan Administrator

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.

3(38) Investment Manager

This space is reserved for the 3(38) investment Managers information. 

There you have it.

The [Program Name][401(k)/403(b) Retirement Plan Exchange®] has you covered

Responsibilities Without TAG

  • 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

These are your responsibilities with TAG

Upload Payroll Files to TAG

Monitor TAG

Provide Year-End Data for Testing

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Let us do the work to secure your future while you enjoy the most important moments