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TAG Launches Pooled Employer Plan

Service Providers

TAG Advisors, a branch within Cambridge Investment Research, Inc. with more than 300 advisors in 29 states, has announced the launch of its new Pooled Employer Plan (PEP) with Voya Financial, Inc. serving as the PEP’s recordkeeper. 

The TAG(k) PEP will also utilize Plan Compliance Services, Inc., an affiliate of The Platinum 401k, Inc., as the pooled plan provider for the program. According to a press release, effective Feb. 1, 2021, the TAG(k) PEP is one of the first of its kind to the market in the independent broker-dealer space. The PEP is available to all independent financial professionals affiliated with TAG Advisors, along with the clients of those financial professionals.