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 Retire can service your clients’ qualified plans so you can focus on wealth management.

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.  

REQUEST YOUR CUSTOM PROPOSAL TODAY!

Your qualified plan professionals

LinkedIn

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.

LinkedIn

Dave Scheetz,
AIF®, CPFA®

Director, Qualified Plans

Dave is an experienced Director with a demonstrated history of working in the financial services industry. Strong finance professional skilled in the Qualified Retirement Plans, Asset Management, Pension Funds and Investment Advisory. In his role at TAG Advisors, Dave provides guidance to the independent rep advisors affiliated with TAG Advisors as they look to grow their qualified retirement plan business. TAG Advisors has recently seen its branch grow to over 340 rep advisors. In 2021, TAG has also launched the TAG(k) Pooled Employer Plan.

LinkedIn

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.