The 401(k) Audit – One Term – Multiple Meanings When people talk about 401(k) audits it can be a bit confusing. The same term is widely used for three different scenarios. Let’s sort them out. Annual Audit: There is a DOL 401(k) Annual Audit required for large plan...
This is the first of a two-part series on our Mission Statement and Core Values. We hope you enjoy this sequence as we give you a glimpse of the strategic concepts that help serve as guiding principles for the team at TAG. TAG’s Mission Statement as codified...
As I move past 6 months as the Chief Operating Officer for this great company, I wanted to take a moment to compare and contrast my background in the Armed Forces to what we do in the retirement services industry. About a year ago I...