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What TAG’s New 403(b) Offering Means To You

As most of you know, TAG entered the 403(b) space in 2017. What you may not know is how this can help you in your business. It really is simple, the path-setting model that TAG originated in the 401(k) industry is now available across the spectrum in terms of the...

Mr. Tisue Goes To Washington

Is the Gig economy setting the stage for a return of the OpenMEP® retirement plan concept? TAG Resources President Troy Tisue thinks so. On Tuesday, February 6, 2018, the U.S. Senate subcommittee on Primary Health and Retirement Security opened a hearing and...

Startup 401(k)s could file for a tax credit

Some business owners hesitate to begin a 401(k) Plan for their employees because of the cost associated with Startup Plans. The IRS has a tax credit in place to offset up to 50% of these cost for most plans. Below is an introduction to the credit from the IRS. You may...

TAG Resources Adds 403(b) Retirement Solution

In 2017 TAG Resources announced the addition to the TAG Retirement Program of the 403(b) Retirement Solution as an expansion to support the tax-deferred retirement savings offered to employees of nonprofit or 501 (c)(3) organizations, including public schools,...

DOL Fact Sheet: Cash Balance Pension Plans

Fact Sheet: Cash Balance Pension Plans U.S. Department of Labor Employee Benefits Security Administration November 2011 Cash Balance Plans are sophisticated and complex retirement plans that require a superior level of actuarial expertise. With major tax deductions...

2018 Plan Limits Announced

  2018 2017 Retirement Plan Limits Deferral Limit [402(g)(1)] $18,500 $18,000 Catch-up Contribution Limits [415(v)(2)(B)(i)] $6,000 $6,000 DC Annual Addition Limit [415(c)(1)(A)] $55,000 $54,000 Annual Compensation Cap [401(a)(17)] $275,000 $270,000 Taxable Wage Base...
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