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The ERISA Bond and You

Retirement plan protection begins with selecting the right partners for your business. With well-known partners, TAG Resources connects plan sponsors, financial advisors, and wealth management professionals to the best in the business to begin building the layer of...

Patience and the 5500

Don’t you love it when a good plan finally comes together? Some good things take time, but when hard work and well thought out plans finally come to fruition, the payoff can be so sweet. Today, bipartisan legislation was introduced into the US House and Senate...

The Many Faces of MEPs

MEPs are making a comeback. It is hard to not talk about MEPs, in fact. In the retirement plan industry, the allure of MEPs is simple: they are easy to sell. And sales, my friends, is what drives this industry. So why are they easy to sell? Because in an industry that...

Puzzled Post Election?

There is a lot of commotion around the notion that President-elect Donald J. Trump will do away with this fiduciary nonsense. While that is indeed possible, I like to think that some of the other items that vie for his attention will win out— like nukes in North...
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