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After a comprehensive search and due diligence, Lindsey Business Group has partnered with well-known retirement industry heavyweights, Transamerica and TAG Resources, LLC, the largest provider of combined 3(16), 3(38), and TPA services in the United States to power the Lindsey Business Group Retirement Solution, an improved 401(k) with advanced technology for today’s retirement needs - helping you make the most of your own 401(k).

What is the Lindsey Business Group Retirement Solution?

Lindsey Business Group Retirement Solution, powered by TAG, is based on sound structural elements that have been reviewed and successfully tested based on the fiduciary responsibilities specified in the law and regulations from the Internal Revenue Service (IRS), the Department of Labor (DOL), Employee Retirement Income Security Act (ERISA), and other government agencies.

The bottom line is that, for every plan, Lindsey Business Group and TAG act as the company’s 401(k) support team, so the company doesn’t have to act as a retirement expert. TAG acts as a buffer between the Plan Sponsor and the DOL and IRS, and works to keep each plan in compliance with all applicable laws. TAG’s experts make the decisions and take responsibility for those decisions with respect to the services they provide, taking away one more thing that might keep Plan Sponsors awake at night. Lindsey Business Group Retirement Solution does all of this at a price comparable to plans that offer fewer services.

The Lindsey Business Group Retirement Solution is built around the 5 issues employers wanted solved

Easier to Administer 401(k) Plan

With the Lindsey Business Group Retirement Solution, employers outsource the functions and liability of the retirement plan administration. TAG becomes each employer’s Retirement Plan Support Team in action and accountability. TAG eliminates a majority of your plan administration burden, allowing you to focus on your business.

Compliant 401(k) Plans

Employers are faced with a voluminous number of regulations, documentation, record keeping, and tasks that come from both DOL and IRS requirements. These would include, but are not limited to signing and being accountable for the accuracy of the Form 5500, verifying the results of the non-discrimination testing, tracking contribution and eligibility to ensure compliance with ERISA guidelines, processing new enrollees, coordinating your annual audit (if applicable), processing loan and hardship requests, and processing distributions. TAG, as the ERISA 3(16) Plan Administrator on each retirement plan, takes on the oversight and execution of the tasks required to keep each plan compliant.

Substantial and Well Known Providers

Since 2004, TAG has been offering aggregated retirement services. TAG works with Transamerica as recordkeeper, with $245 billion in assets under management, and with Mesirow Financial as the Investment Manager, with over $30 billion in assets under management, as of June 30, 2018, includes assets in 3(21) and 3(38) plans.

Protection from Fiduciary Liability

TAG takes on the highest level of fiduciary liability by serving as an ERISA 402(a) Named Fiduciary on each plan in the TAG Retirement Program. This makes TAG responsible and accountable for operational and investment oversight. In addition, TAG serves as the ERISA 3(21) Non-investment Fiduciary and has selected Envestnet as the 3(38) Investment Manager. TAG, as a Named Fiduciary, signs off on all actions and decisions made for each retirement plan in the Retirement Program.

Pay Reasonable Cost

Leveraging the aggregation model, The Prototype Plan™, results in minimal billables to employers with retirement plans in the Lindsey Business Group Retirement Solution powered by TAG. This allows monies that would normally be spent on fees, to instead be used for enhancements to the retirement plan offering.

Fee reductions occur as the individual plan’s asset balance migrates through pricing tiers, and as the entire TAG Retirement Program’s asset balance meets specific benchmarks set with Transamerica.

The Lindsey Business Group Retirement Solution powered by TAG is competitively priced, and often costs less than other programs offering fewer comprehensive services. Pricing for the Lindsey Business Group Retirement Solution powered by TAG include, but are not limited to: record keeping fees, document fees, plan design services, profit sharing design and on-going calculations, compliance and disclosure notifications, annual testing, loan administration, hardship determination and administration, tracking employee eligibility, and filing/signing Form 5500.

For larger plans that require an annual audit, TAG has negotiated a significant price reduction for the audit conducted by an independent audit firm. TAG prepares the data, contributing to the efficiency and cost reduction of the audit process. Audits are conducted on the premises of TAG Resources, thereby, not interrupting employers’ daily business.

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Phone: (703) 368-4110

Fax: (703) 368-7144


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