Build, Repair, and Improve Your Clients’ Retirement Plans
If you own a business with a retirement plan, you need an expert.
Many small businesses have not given much thought about how their retirement plan is managed since adopting it, but regulations have changed. Being out of compliance could lead to significant liability.
Plan compliance is a specialized and technical field. If you are not working with an expert, your business may be at risk. Nearly 70% of plans investigated by the Department of Labor are found to be operationally deficient. Don’t let yours be one of them! We build, repair, and improve qualified plans. TAG Retire team members actively advise on over 1,400 plans with more than $2 billion in assets.
TAG Retire in partnership with your financial professional
Driven by robust technology, systems, and services,
TAG Retire has a unique ability to help create successful retirement plan outcomes for plan sponsors and participants alike.
Your Advisor's TAG Retire Partners
Chuck Hammond, AIF®, PPC®, CMFC®, CPFA®
Chuck is responsible for outreach, education, marketing, and support on qualified plans, including vendor selection and monitoring. He is an active retirement plan advisor whose practice manages 26 plans. He leads the retirement group that manages 950 plans with over $1.7 billion in assets. Hammond is perhaps best known as founder of The 401(k) Study Group, a community of 15,000 financial professionals involved in corporate retirement plans.
Dave Scheetz, AIF®, CPFA®
Dave is an experienced Director with a demonstrated history of working in the financial services industry. Strong finance professional skilled in the Qualified Retirement Plans, Asset Management, Pension Funds and Investment Advisory. In his role at TAG Advisors, Dave provides guidance to the independent financial professionals affiliated with TAG Advisors as they look to grow their qualified retirement plan business.
Marlene Ryder
Marlene guides Plan Sponsors, employees, and financial professionals through the intricacies of their plans. She assists financial professionals to develop and deliver strategic recommendations and supports their activities from developing proposals to plan reviews to enrollment meetings. Marlene is a Qualified Plan Administrator with 20 years of experience with one of the top qualified plan providers in the country.