Founded in 2001, TAG Resources, LLC positions itself as "The Architect of Retirement Plan Solutions®". The company specializes in providing comprehensive, open-architecture retirement plan services primarily for small to mid-sized businesses across the United States. Their core business revolves around acting as an outsourced fiduciary, helping plan sponsors manage their compliance and investment responsibilities through services like 3(16) plan administration and 3(38) investment management. TAG's model is designed to reduce the administrative burden and fiduciary liability for employers, offering customized solutions that include plan design, administration, and investment support.

Founded in

United States