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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...

Compliance, the TAG Way

Staying compliant is about having expert knowledge of the rules that govern the day–to-day operations of your 401(k) plan. This requires: having the time to keep up with all the changing regulations, being prepared to meet with the Department of Labor (DOL) or...

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...

The Leadership Frontier

When it comes to leadership, there are generally two camps — micromanagement and macromanagement. After briefly touching on these two styles of leadership, I’d like to introduce a 3rd style — one in which I believe works best in most situations; I refer to it as...
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