by Troy Tisue | Aug 31, 2018 | Uncategorized
This is a very positive day in the saga of The Open MEP®; by way of an Executive Order, we’re one step closer. Churchill said this better than I could put it, ”…this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the...
by Neil Farnsworth | Oct 29, 2018 | Uncategorized
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 Neil Farnsworth | Oct 29, 2018 | 401(k), 403(b), Fiduciary Liability, State Program
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...
by Ethan Beyer | Oct 4, 2018 | Uncategorized
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by Malinda Wood | Oct 3, 2018 | Uncategorized
From The 401kWire.com, courtesy of, Ameritas, a trusted partner of TAG. Kais Preps a New Small Market Product James Michael Kais Ameritas Senior Vice President, Retirement Plans Filed on Thursday, September 27, 2018 (401kWire) – Jim Kais and his team will soon...
by Malinda Wood | Aug 31, 2018 | Uncategorized
The 2018 New Plan Safe Harbor or QACA Plan provision effective for Oct 1, 2018, TAG will need to have the signed documents no later than September 17, 2018. General Rule: Generally, the safe harbor notice must be provided within a reasonable period before the...
by Malinda Wood | Aug 31, 2018 | Uncategorized
For months now – nay, years – the news on 401(k) support from Washington has been mixed at best, dismal at worst. Why, then, does today’s announcement out of Charlotte, NC, from the White House leave us feeling hopeful and excited? Because today’s announcement by...
by Malinda Wood | Aug 1, 2018 | Uncategorized
Click the links below for flyers you can use: Share this flyer with your Retirement Plan Sponsors. There’s a space at the bottom of the flyer where they can customize it to add the name of their In-house Retirement Plan Administrator. 401(k) Day Flyer for Plan...
by Malinda Wood | Aug 1, 2018 | Uncategorized
-KNOXVILLE, TN One of the benefits of the TAG Retirement Program 401(k) Aggregated Solution, is that TAG, as administrative fiduciary, selects and monitors our plans’ 3(38) providers. Pursuant to that responsibility TAG Resources has added Mesirow Financial as the...
