403(b)

By Robert Toth on February 24, 2020 POSTED IN 403(B), SECURE ACT The SECURE ACT introduced a concept which was not known well beyond a handful of 403(b) practitioners, that is the “distribution” of 403(b) individual custodial accounts from 403(b) plans. The lack of understanding of what this actually means has even...

“Effective Dates” Listing for the SECURE Act Provisions By Robert Toth on December 18, 2019 POSTED IN SECURE ACT The SECURE Act will make substantial and highly technical changes to some very specific elements of retirement plan laws, many to which we have been putting a good deal of attention (and written...

Throughout 2017, TAG Resources added new programs and solutions to the retirement plan services already being offered.  Building on TAG's 401(k) Aggregated Solution, we took our experience and expertise to create a larger platform of products, including: TAG Retirement Program | Solo(k) Solution Business owners know that running a Retirement Plan can consume time...