EBRI’s most recent issue brief summarizes its findings regarding the impact of a maximum $100,000 CARES Act coronavirus distribution (CRD) from a DC Plan account on retirement balances as a multiple of pay at age 65. EBRI’s simulation showed that participants in the aggregate who take...
Comments are in responding DOL RFI on various Pooled Employer Plans (PEPs) structures and the need for prohibited transaction exemptions. The commentators, including TAG Resources, all agreed on the use of PEPs to improve coverage, but differed on recommendations for PTEs to permit specific structures....
The CARES act Stimulus Package has passed. TAG Resources and President Troy Tisue offer you this inside look at what this relief package means. #stimuluspackage #caresact #401kplan #smallbusinessowners ...
Presented by Phil Tisue CEO, TAG Resources LLC The Basics Any profit sharing or stock bonus plan that meets certain participation requirements of IRC Sec. 40l{k) can be a cash or deferred plan. An employee can agree to a salary reduction or to defer a bonus...
Presented By Phil Tisue Under a regular 40l(k), 403(b), or 457(b) governmental plan, a participant chooses to defer a portion of his or her compensation into the plan. Such "elective deferrals" are made on a pre-tax basis, any account growth is tax deferred, and withdrawals are...
ERISA Advisory Council U.S. Department of Labor Hearing on Outsourcing Employee Benefit Plan Services August 19, 2014 Statement for the Record Troy Tisue President, TAG Resources, LLC Knoxville, TN Executive Summary The upcoming discussion on fiduciary outsourcing, and how this could affect coverage, is an...
“Effective Dates” Listing for the SECURE Act Provisions By Robert Toth on December 18, 2019 POSTED IN SECURE ACT The SECURE Act will make substantial and highly technical changes to some very specific elements of retirement plan laws, many to which we have been putting a good deal of attention (and written...
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)...
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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...