TAG exists with one singular goal:

To give all employees the opportunity to retire.

TAG's Mission

Every day, we challenge the status quo of the retirement industry through our

  1. People & Experience
  2. Leading-Edge Technology
  3. Strong Commitment to Fiscal Integrity & Compliance
  4. Awareness & Education
  5. Ability to Bring Peace of Mind to Our Clients

TAG’s Core Values


Internally, take care of our people; externally, build our reputation as the retirement service company of choice through honoring our clients.


Internally, giving all a voice; externally, our vision offers participants the chance to retire with dignity.


Our team has a voice to take initiative and make decisions to solve problems while improving service and performance throughout the organization.


In all we do (compliance, fiduciary, process management) – the industry model.


Also in all we do — focusing on the customers’ needs, keeping the employees positive and empowered, and continually improving the current activities in the workplace

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