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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...

TAG Difference: Innovative Technology

One major differentiator of TAG Resources is our commitment to innovative technology. Technology is driving how everyone from Financial Advisors to Plan Sponsors are handling their part of the Retirement industry. Check out these articles for ideas to supplement your...

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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