TAG and AUL Retirement Services have joined forces to offer you a low cost solution for your company's retirement needs. TAG's collective management experience has served the retirement industry for over 90 years. In 2004, TAG built one of the first open architecture MEP platforms in existence. This approach has been embraced by many of the largest franchises and associations in the country.
TAG and AUL Retirement Services are dedicated to offering small to mid-sized employers a plan that can help their employees succeed. Through the MEP environment, we're able to remove the traditional cost barriers that prevent many employers from offering a retirement plan to their employees, such as plan start up costs and annual administration charges. We can help mitigate risk and provide plan features that employers could not offer in a stand-alone plan. This unique solution gives you an opportunity to offer more to your employees. You can help them plan for their retirement and retain high-quality employees through the benefits that you offer.
Through a MEP, you can achieve economies of scale, enhance your benefits and receive fiduciary consulting--many perks generally reserved for larger plans.
- No cost to employers
- 401(k) Advantage serves as the Plan Sponsor
- Co-Fiduciary responsibility with TAG Resources.
- Comprehensive recordkeeping provided by the retirement services division of AUL,
a OneAmerica
company.
- Single 5500 files for the entire plan - Full disclosure of all fees
- No additional retirement plan audit fees (for plans with 100+ employees) - Open architecture
- Plan design flexibility
- Financial audit by independent accounting firm
- Trustee services provided
- Retain employees by enhancing benefits offering
A comprehensive 403(b) study will be released soon.
Lala Davis,
Office Manager/Controller of Smith Management
Contact TAG
