Do your qualified plans have:
- A retirement plan consulting agreement?
- A system to evaluate service providers?
- An investment policy statement?
- A 408(b)2 notice?
- A digital fiduciary file?
- Fiduciary training for plan sponsors?
- A process for benchmarking plans?
- Periodic benchmarking of fees and services?
- A program for employee education and communication?
- A process for investment selection monitoring and replacement?
If not, your clients’ plans
may be at risk.
Taking over your clients’ qualified plans provides an opportunity – as well as additional risk. Retirement plans have become a highly technical area of practice.
TAG Retire provides the technical expertise to protect your client (and you) so you can make the most of this business-building opportunity.
Most plans (as high as 70%) investigated by the Department of Labor are operationally deficient. Don’t let your clients’ plan be one of them!
We build, repair, and improve qualified plans. TAG Retire team members are active qualified plan advisors on over 1,400 plans with more than $2 billion in assets.
Let us be your plan professionals.
TAG Advisors
in partnership with TAG Retire
Driven by robust technology, systems, and services, TAG Retire has a unique ability
to help create successful retirement plan outcomes for plan sponsors and participants alike.
Want a simple, inexpensive plan solution for small businesses?
Order a Custom TAG(k) Pooled Employer Plan Proposal.
Your qualified plan professionals
Chuck Hammond,
AIF®, PPC®, CMFC®, CPFA®
Managing Director, Qualified Plans
Chuck is responsible for outreach, education, marketing, and support on qualified plans, including vendor selection and monitoring. He is an active retirement plan advisor whose practice manages 26 plans. He leads the retirement group that manages 950 plans with over $1.7 billion in assets. Hammond is perhaps best known as founder of The 401(k) Study Group, a community of 15,000 financial professionals involved in corporate retirement plans.
Nicole McWilliams,
QPA, QKA®, CPFA®, C(k)P®
Director, Participant Experience
With over 25 years of industry experience, Nicole leads TAG Retire in redefining how Americans engage with workplace benefits. Dedicated to addressing the retirement planning needs of small business owners and their financial advisors, she understands the substantial impact of a well-designed benefits package. Nicole partners with TAG financial professionals to deliver vital advice and education, empowering participants in their unique financial journeys.
Marlene Ryder
Qualified Plan Coordinator
Marlene guides Plan Sponsors, employees and Advisors through the intricacies of their plans. She assists advisors to develop and deliver strategic recommendations and supports their activities from developing proposals to plan reviews to enrollment meetings. Marlene is a Qualified Plan Administrator with 20 years of experience with one of the top qualified plan providers in the country.