Our Value
Delivering on Expectations
There is often a gap between what employers expect from a 401(k) and what is available to them. We deliver experience and solutions to bridge that gap.
Take advantage of our experience
401(k) administration is easier with the right partners. TAG takes on most of the administrative duties of a 401(k) plan so you can focus on your business.
PLAN SPONSOR RESPONSIBILITIES WITH TAG
Upload Payroll Files
Monitor Service Providers
Provide Year-End Data
Compliance Matters
Avoid unnecessary expenses
It’s important for your plan to comply with governmental requirements so you can avoid penalties and fees. We consistently monitor the plans we serve to confidently meet these requirements.
Liability Protection
Professional Fiduciary Services
Operating a retirement plan comes with risks. By taking on many of those risks, TAG helps protect retirement plan sponsors. Our clients can be confident that the appropriate standard of care is applied to the services we provide.
Balancing Cost and Value
Value
Pooling assets can increase efficiency which may mean a TAG plan can cost less while providing services other providers may not offer.
Fiduciary Liability Protection
Because TAG assumes 3(16) fiduciary liability, employers can relax knowing the risk of personal liability is greatly reduced.
Lower Staff Costs
No need to hire your own plan administration team. With TAG doing most of the work, you can save time and money.
Avoid Fines & Penalties
With the guidance of our experienced staff, employers can confidently face regulatory audits.