Each year, Americans make all sorts of promises to themselves for the future: “This is the year I take my health seriously—lose weight—get in shape.” “This is the year I will learn another language and be a better spouse.” “This is the year I will...
We hear this all the time, “What makes TAG Resources unique?” Sure, there are other companies who say they can do what we do. And, some try (although without the technology investments we have made to make it actually work), but here are 4 things...
When the Employee Retirement Income Security Act (ERISA) plans an event in Washington, DC, and invites people from the Internal Revenue Service (IRS), the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC), then asks them to create a form to collect information...
In late June 2016, ERISA attorney Robert Toth published a post on his blog, BusinessofBenefits.com, giving reinforcement to the position that retirement programs similar to TAG Resources’ The Prototype Plan™ are a more effective alternative at providing scale than the MEP platform. Toth cites an Interpretive...
As part of our continuing technological leadership in the retirement industry, the TAG Portal 2.0 went live on Monday, July 11, 2016. Included in this comprehensive enhancement are a number of additional safeguards put in place to verify and protect the information you provide to TAG...
So far in 2016 the markets have been unusually volatile. Through February the S&P 500 fell 10.27%, making many investors very uneasy and some outright scared. These feelings are completely understandable. By the end of March, the S&P had recovered and was up year to date. Those...
There are two types of fiduciaries a Plan Sponsor can hire for their retirement plan assets. The first is an ERISA 3(21) fiduciary who does not necessarily exercise any authority or control over the management of the plan or the management of its assets. A...
Yesterday's Twitter update from the Department of Labor posted, among other topics, a thank you, of sorts, to the President of the United States for his veto and a White House tweet, “Today @POTUS took action to ensure Americans' financial futures are protected: https://go.wh.gov/TxYmQW ” ...
In helping lead the dynamic team here at TAG, not to mention the hundreds I’ve led the previous 21 years as an officer in the US Air Force, I have taken every effort to become a disciple of leadership. Studying book after book, submitting to...
The Pension Protection Act (PPA) restatements are finally behind us for another six years and we, at TAG, are breathing a sigh of relief like I am sure a lot of 401(k) providers are. Now that everyone has had a chance to review and update their...