About TAG

TAG Resources, LLC/ TAG Benefit Advisors, LLC
TAG is a Registered Investment Advisory Firm based in Knoxville, Tennessee. TAG created the country's first true "Open Architecture" Multiple Employer Plan (MEP) in 2003 for the PEO (Professional Employer Organization) Industry. Though it created an innovative solution for the PEO industry, TAG made its mark on the MEP world by taking it out of the PEO industry for all.

TAG has 90+ years of retirement industry expertise and works with the largest franchise, association and trade programs in the nation. TAG is an industry leader in fiduciary risk mitigation and best practices for retirement plans. TAG's approach through customized, proprietary, and patented programs takes away all of the traditional barriers for the small and medium size business owner: cost, liability and administration - providing a "Total Retirement Solution" that solves challenges for clients across multiple industries, and in so doing, creates a small and medium size business retirement offering unlike any that exists in the industry.

"One of our employees had to fix something in her plan and went online and took care of it with no problem."
Beth Caldwell
Office Manager for George Sizemore Organization
866-315-1463
Contact TAG
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