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Comments are in responding DOL RFI on various Pooled Employer Plans (PEPs) structures and the need for prohibited transaction exemptions.  The commentators, including TAG Resources, all agreed on the use of PEPs to improve coverage, but differed on recommendations for PTEs to permit specific structures....

“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...

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)...

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 launch a new platform for small market 401(k)s. "We're preparing an October introduction...