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Positive News! Open MEP 401(k) Saga Update

This is a very positive day in the saga of The Open MEP®; by way of an Executive Order, we’re one step closer. Churchill said this better than I could put it, ”…this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the...

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...

Mr. Burrell Goes To Washington

The NAPA DC Fly-In Forum met in the nation’s capital to listen to and brief = congressional leaders on the impact and importance of the nation’s workplace retirement plans, and share how proposed laws and regulations might impact American workers’ retirement security.

Why Bother? Is The Fiduciary Rule Dead?

Short answer: No. For years, the TAG Resources Blog has been posting articles on the Department of Labor’s Fiduciary Ruling… because, hey, that’s our business! Many of those are were written in late 2016 and throughout 2017. Here are links to a few...
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