Browsing Tag
Tag Resources
5 posts
New 401k Solution Geared Toward Latinos Working in Small Businesses
Transamerica, Smart, and Finhabits team up to help expand retirement plan coverage for underserved businesses and their employees
September 23, 2022
Transamerica Buys TAG Resources, Bolsters Pooled Plan Offerings
'The third-party administrators interested in pooled plans and who partner with Transamerica will benefit'
March 1, 2022
‘Retirement Plan Exchange’ Debuts from Transamerica, UBS
Transamerica announced today that the company launched a new “Retirement Plan Exchange” featuring the UBS Retirement Plan Manager…
August 23, 2021
American Trust Partners with TAG Resources to Launch PEP
The PEP pool got a little bigger today, as American Trust, a full-service provider of retirement solutions to…
March 31, 2021
TAG and Two West Team for ERISA 3(38) Fiduciary Services
Two West Advisors and TAG Resources have joined together to develop a contract arrangement that allows Two West…
January 9, 2019