31 Aug News Release: White House directs Secretary of Labor to re-open the door for The Open MEP®
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31 Aug 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, ”...
31 Aug 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 beginning of the...
31 Aug Great News From The Queen City: Trump Announces 401(k) Changes to Include Open MEP
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....
01 Aug 401(k) Day is September 7
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...
01 Aug TAG Resources adds Mesirow Financial as a 3(38) Investment Manager
-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...
01 Aug Open MEP – Pooled Employer Plans Breathe New Life In Proposed Legislation
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...
01 Aug Mr. Burrell Goes To Washington
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....
22 Jun Why Bother? Is The Fiduciary Rule Dead?
Short answer: No. For years, the TAG Resources Blog has been posting articles on the Department of Labor's Fiduciary Ruling...
22 Jun TAG’s Take: Benefits of Benchmarking Your Plan
News items every day bring reports of another reason to safeguard your retirement plan in many ways, from losses in the market, to proper documentation and record keeping, using your fiduciary support team to be fully engaged in keeping your plan as safe as possible...