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Ease of Administration

401(k) administration is a chore for any employer because, in most 401(k) programs, the administrative burden falls on the employer alone. That’s illustrated in the “Without TAG” column.

With TAG, 95% of the administrative burden is removed from the employer and handled by TAG.

Without TAG

Signing & Filing of Form 5500
Employee Communications
404(a)(5)
404(c)
408(b)(2)
Benefit Payments
Blackout Periods
Summary Plan Description
Document Requests
Legal Process
Retirement Plan Tax Issues
Pre-populated Year-end Questionnaire
Select & Monitor Investment
Menu Quarterly Investment Meetings
Spousal Consent
Filing of Form 8955
Error Correction
Rate Change Reports
Distribution Reports
Loan Reports
Eligibility Reports
QDRO Reports
402(g) Limit Reports
Lost Earnings Calculations
Final Census
Trustee Duties
QDRO Determinations
Upload Payroll Files
Provide Year-end Data
Plan Design
Work w/ DOL or IRS for Issue Resolution

With TAG

Upload Payroll Files to TAG
Monitor TAG
Provide Year-End Data for Testing

With TAG

Upload Payroll Files to TAG
Monitor TAG
Provide Year-End Data for Testing

What Else Does TAG Do to Make Your 401(k) Safer & Easier?

Consistent Compliance

Employers don't want to pay fines or penalties.

TAG's Solution

Contact Us

TAG understands that you, as a business owner, have a lot to handle. We don’t want to add to your clutter. Our aim is to give you and your employees access to a retirement plan that is easier to administer and maintain than tying your shoes.

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