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Kais Preps a New Small Market Product

From The 401kWire.com, courtesy of, Ameritas, a trusted partner of TAG. Kais Preps a New Small Market Product James Michael Kais Ameritas  Senior Vice President, Retirement Plans Filed on Thursday, September 27, 2018  (401kWire) – Jim Kais and his team will soon...

Safe Harbor Deadline

The 2018 New Plan Safe Harbor or QACA Plan provision effective for Oct 1, 2018, TAG will need to have the signed documents no later than September 17, 2018. General Rule: Generally, the safe harbor notice must be provided within a reasonable period before the...

401(k) Day is September 7

Click the links below for flyers you can use: Share this flyer with your Retirement Plan Sponsors. There’s a space at the bottom of the flyer where they can customize it to add the name of their In-house Retirement Plan Administrator. 401(k) Day Flyer for Plan...
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