TAG Resources, LLC

Firm Profile

FIRM PROFILE
TAG Resources strives to provide a comfortable retirement for all employees by providing employers of all sizes with the market’s most comprehensive end-to-end retirement program. TAG’s Plans are easy to administer, consistently compliant, risk managed and cost competitive.
ESTABLISHED 2001

KEY CONTACTS
Derren Burrell, (865) 670.-844 x 251, derren@tagresources.com
Neil Farnsworth, (865) 670-1844, neil@tagresources.com
WEBSITE tagresources.com

STATE(S) WHERE WE HAVE A PHYSICAL PRESENCE
Our office is in Knoxville, Tennessee. We work with Financial Advisors in all 50 states.

SPONSORED PLANS SUPPORTED 800+

TOTAL ASSET VALUE OF THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 $527,000,000.00
As of 12/31/15 $$487,000,000.00

PARTICIPANTS COVERED BY THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 28,500
As of 12/31/15 27,200

TARGET MARKET(S)
Our target market is retirement benefit plans between $500,000.00 and $50,000,000.00.

KINDS OF PLAN(S) SUPPORTED
401(k), Cash Balance/Hybrid, Profit-Sharing, 403(b), 457

CUSTODIAN(S) USED
Transamerica, Lincoln Financial, Betterment for Business, Nationwide, Ascensus, Fidelity, Principal.

FEE STRUCTURE
Asset-based, Invoice based administrative fees

SERVICE(S) PROVIDED
Compliance Support, Processing of Loan Applications, Non-Discrimination, Testing, Plan Design Consulting, Plan Audit Support, Form 5500 Preparation, Plan Benchmarking, QDRO Review, Hardship Distribution Requests, Investment Monitoring Services, Plan Committee Meetings, Employee Education