We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (21,425)
  • Industry Conferences (2)
  • Industry Job Openings (35)
  • Moore on the Market (436)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (809)
  • Wink's Articles (357)
  • Wink's Inside Story (276)
  • Wink's Press Releases (125)
  • Blog Archives

  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • September 2008
  • May 2008
  • February 2008
  • August 2006
  • Transamerica Bolsters Pooled Retirement Plan Offerings with the Acquisition of TAG Resources, LLC

    March 8, 2022 by Transamerica

    BALTIMOREMarch 1, 2022 /PRNewswire/ — Transamerica announced today the expansion of its pooled retirement plan capabilities with the acquisition of TAG Resources, LLC, a leading retirement services company based in Knoxville, Tennessee. The addition of TAG’s technology and service model will enable Transamerica to further expand its pooled retirement plan offerings to third party administrators (TPAs), financial advisors, broker-dealers, and defined contribution investment only (DCIO) exchange partners.

    “TAG is recognized as a top innovator and is highly respected within the U.S. retirement plan market,” said Kent Callahan, CEO of Transamerica’s Workplace Solutions division. “The acquisition of TAG enables us to extend our leadership position in pooled plan solutions, while our commitment to single employer plans has never been stronger. We pioneered our custom recordkeeping system and sophisticated service model for pooled plans in 2001. Providing more state-of-the-art retirement plan solutions to small- and mid-sized employers will enable them to compete, hire and retain talent on equal footing with much larger employers. We’re taking a bold step to redefine what small business retirement looks like in the future as we continue to close the retirement coverage gap in the U.S.”

    “We are proud to join Transamerica,” noted Troy Tisue, President of TAG. “Transamerica’s breadth of experience, extraordinary distribution footprint and outstanding network of third party administrator partners, combined with TAG’s innovative technologies, will be a major advancement for the retirement services community.”

    TAG began operations in 2001, with a focus on offering plan administration to multiple employer plans, particularly in the professional employer organizations (PEO) market. Transamerica began working as a plan recordkeeper with TAG in 2010. In recent years, Transamerica and TAG have partnered with top distribution firms in the U.S. to bring innovative pooled plan solutions, including retirement plan exchanges, to the small-plan retirement market. TAG will continue to operate from Knoxville, Tennessee under its well-respected brand name.

    “Transamerica and TAG are looking forward to combining the strengths of both companies for the benefit of our clients and their participants,” noted Deb Rubin, Transamerica’s Vice President and Managing Director for TPA Services and Pooled Plan Arrangements. “The third party administrators who are interested in pooled plan arrangements and who partner with Transamerica will benefit from the best practices and expertise our combined firms will be able to offer. Collectively, we will work together to close the retirement coverage gap for employees of small- and mid-size employers.”

    About Transamerica

    With a history that dates back more than 100 years, Transamerica is recognized as a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Recognizing the necessity of health and wellness during peak working life, Transamerica’s dedicated professionals work to help people take the steps necessary to live better today so they can worry less about tomorrow. Transamerica serves nearly every customer segment, providing a broad range of quality life insurance and investment products, individual and group pension plans, as well as asset management services. In 2021, Transamerica fulfilled its promises to customers, paying more than $52 billion in insurance, retirement, and annuity claims and benefits, including return of annuity premiums paid by the customer. Transamerica’s corporate headquarters is located in Baltimore, Maryland, with other major operations in Cedar Rapids, Iowa and Denver, Colorado. Transamerica is part of the Aegon group of companies. Based in the Netherlands, Aegon is a diversified financial services group focused on providing investment, protection, and retirement solutions. For the full year of 2021, Aegon managed over $1.1 trillion in revenue generating investments. For more information, visit www.transamerica.com

    About TAG Resources, LLC

    TAG Resources, LLC (“TAG”) is a leading U.S. retirement services company based in Knoxville, Tennessee. TAG’s management team has serviced the retirement plan industry for more than 100 years, collectively. TAG’s mission is to provide all employees the opportunity to retire—this means constructing better programs and tools to achieve a fully-funded retirement. TAG has a culture of innovation that is unique in the retirement industry. TAG pioneered the service-pricing models which make 401(k) plans affordable for even the smallest employers. TAG’s experience as a leader in Multiple Employer Plans includes enhancements that reduce the sponsor’s administrative burden and provides fiduciary support. TAG’s program enhances the affordability of plan sponsorship by employers, covers more Americans by providing a cost-effective voluntary retirement plan, and provides the opportunity for plan design mandates that enhance retirement readiness through increased savings rates. TAG’s program includes a team of professionals who administer the plan, act on behalf of the adopting employer, and accept full accountability for the prudent management of the employer’s retirement plan.

    Media inquiries:

    Media.Relations@transamerica.com

    Hank Williams

    (319) 355-7789

    Julie Quinlan

    (303) 383-5923

    SOURCE Transamerica

    Originally Posted at CISION PRNewswire on March 1, 2022 by Transamerica.

    Categories: Industry Articles
    currency