News FOR IMMEDIATE RELEASE TAG Resources, Mesirow Financial announce partnership to provide fiduciary services for 401(k) retirement plans CHICAGO, October 16, 2018 – TAG Resources and Mesirow Financial announced today that Mesirow Financial has been appointed by TAG Resources to act as the 3(38) Investment Manager on the TAG 401(k)...
Several states have either already rolled out programs mandating retirement plans for small businesses or are preparing to do so. These programs are being called by some, “The most ambitious push to expand retirement security since the passage of Social Security in the 1930s.” While the respective state programs...
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 launch a new platform for small market 401(k)s. "We're preparing an October introduction...
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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 beginning of the...
Because today’s announcement by President Donald J. Trump in Charlotte paves the way for the return of the TAG Resources original concept, The Open MEP. The Open MEP from TAG Resources offers a leveraged solution to the very groups (small business) that need it most....
Click the links below for flyers you can use: Share this flyer with your Retirement Plan Sponsors. There's a space at the bottom of the flyer where they can customize it to add the name of their In-house Retirement Plan Administrator. 401(k) Day Flyer for Plan Sponsors and...
-KNOXVILLE, TN One of the benefits of the TAG Retirement Program 401(k) Aggregated Solution, is that TAG, as administrative fiduciary, selects and monitors our plans’ 3(38) providers. Pursuant to that responsibility TAG Resources has added Mesirow Financial as the 3(38) Investment Manager on TAG plans formerly...
As reported in the article from Derren Burrell of TAG Resources, Mr. Burrell Goes To Washington, there is movement on Capitol Hill to energize the retirement plan options available to small business owners and their employees through the use of plans such as The Open...
The NAPA DC Fly-In Forum met in the nation’s capital to listen to and brief = congressional leaders on the impact and importance of the nation’s workplace retirement plans, and share how proposed laws and regulations might impact American workers’ retirement security....