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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...

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...
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