News FOR IMMEDIATE RELEASE TAG Resources, Mesirow Financial announce partnership to provide fiduciary services for 401(k) retirement plans CHICAGO, October 16, 2018 – TAG Resources and Mesirow Financial announced today that Mesirow Financial has been appointed by TAG Resources to act as the 3(38) Investment Manager on the TAG 401(k)...
Several states have either already rolled out programs mandating retirement plans for small businesses or are preparing to do so. These programs are being called by some, “The most ambitious push to expand retirement security since the passage of Social Security in the 1930s.” While the respective state programs...
News items every day bring reports of another reason to safeguard your retirement plan in many ways, from losses in the market, to proper documentation and record keeping, using your fiduciary support team to be fully engaged in keeping your plan as safe as possible...
No founder ever started a business so they could administer a 401(k) plan. The 401(k) plan, if one exists, was likely started as a recruiting and retention tool and to assist employees in planning for retirement. In a large company the 401(k) is usually administered by...
Since the shocking selection of Donald Trump to be the 45th President of the United States, there has been speculation in the financial world that his administration may repeal the DOL Fiduciary Rule set to be enacted on April 10, 2017. Some are saying that...
[video width="640" height="480" autoplay="true" m4v="https://tagresources.com/wp-content/uploads/2017/02/Retirement_Crisis_TAG_Resources_Knoxville_401k.m4v"][/video] If you would like to customize this video for your business, please contact Neil Farnsworth neil@tagresources.com...
We hear this all the time, “What makes TAG Resources unique?” Sure, there are other companies who say they can do what we do. And, some try (although without the technology investments we have made to make it actually work), but here are 4 things...
Several factors are driving the conversation recently around reducing or eliminating fiduciary liability from business 401(k) offerings. Most business owners (estimated to be at least 80%) have no idea that their 401(k) represents a significant exposure to this type of liability, and the other 20%...
This article contains information from a Department of Labor Communication Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer all benefit when a retirement plan is...