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

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 education and non-profit sector.


Our 403(b) offering is built on 5 pillars:

1. Ease of Administration
2. Consistent Compliance
3. Fiduciary Liability Protection
4. Cost Containment
5. Substantial Partners

Sounds familiar, doesn’t it? While the retirement space is becoming more & more complex in terms of regulations, benchmarking, and compliance, the decisions on how to run a retirement plan continues to be an easy one when you partner with TAG Resources. We take on the burden of running the plan and become your retirement department, no matter what the business, institution size, or industry. We do this through our detailed Plan Administrator role, independently validating participant data apart from the recordkeeper and being a named fiduciary in the plan document. This type of model is unlike anything else in the market, and it comes with 16 years of perfect compliance.

For the Plan Sponsor, this means that we continue to grow and refine our expertise, leading to new innovative practices to ensure your plan’s success.

For the Financial Advisor, this gives you another competitive edge, as now you can market the program to another wide channel within the market.

For the Recordkeeper, you can be assured that partnering with TAG gives you the greatest breadth of knowledge and experience that the TPA market can offer.

As always, feel free to reach out to your sales rep for more information regarding the complete retirement solution offered by TAG Resources, LLC.


1 Comment
  • John Sinclair
    Posted at 18:30h, 28 February Reply

    This is exciting Darren. While we could not deliver Thiel we plan on bringing in others.
    Hope all is well.

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