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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...

STATE RUN RETIREMENT PROGRAMS

Several states have either already rolled out programs mandating retirement plans for small businesses or are preparing to do so. These programs are being called by some states as “The most ambitious push to expand retirement security since the passage of Social...

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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