Mr. Burrell Goes To Washington

This past week Derren Burrell represented TAG Resources as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors. Delegates to the NAPA DC Fly-In Forum converged...

What TAG’s New 403(b) Offering Means To You

As most of you know, TAG entered the 403(b) space in 2017. What you may not know is how this can help you in your business. It really is simple, the path-setting model that TAG originated in the 401(k) industry is now available across the spectrum in terms of the...

From the Battlefield to the Boardroom

Military Principles Applied to Financial Organizations Remember and Apply the Commander’s Intent I continue to believe that certain aspects of military good order and discipline are extremely applicable to any high-performing organization. The past two years we at TAG...

FIDUCIARY MARCH MADNESS

Don’t you love this season? Spring heralds the arrival of the NCAA’s March Madness! … and Fiduciary Madness, too?    The brackets, the games played, and the predictions, it’s awesome. Heck, we are even allowed to take part in the predictions when we...

The Leadership Frontier

When it comes to leadership, there are generally two camps — micromanagement and macromanagement. After briefly touching on these two styles of leadership, I’d like to introduce a 3rd style — one in which I believe works best in most situations; I refer to it as...
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