TAG Resources
TAG Resources is a Knoxville-based provider of pooled retirement plan solutions serving small and mid-sized employers, offering 401(k) administration, compliance monitoring, and ERISA 3(16)/3(38) fiduciary services through a proprietary portal and a network of broker-dealer and RIA distribution partners, operating as a Transamerica subsidiary.
- Company typePrivate
- Founded2002
- HeadquartersKnoxville, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What TAG Resources does
TAG Resources (legal name: Administrative Group, LLC dba TAG Resources) is a US provider of pooled retirement plan solutions headquartered at 6501 Deane Hill Drive, Knoxville, Tennessee. The company enables employers — primarily small to mid-sized businesses and larger organizations — to offer flexible, cost-effective 401(k) plans by pooling assets across multiple participating employers, reducing administrative burden and per-plan cost relative to standalone arrangements. TAG's core services span 401(k) plan administration, ongoing compliance monitoring, and fiduciary protection, with TAG formally assuming ERISA 402(a) Named Fiduciary status and 3(16) administrative fiduciary duties inside plan documents, absorbing a material share of fiduciary liability from plan sponsors.
The underlying technology consists of a proprietary web-based platform, the TAG Portal (portal.tagresources.com), which provides plan sponsors and administrators with secure sign-in, plan management, compliance resources, and fiduciary documentation. TAG also operates a Request-a-Proposal workflow that captures advisor and investment-manager selections, indicating a structured, system-driven distribution process. The technology stack is positioned as compliance and administration workflow tooling rather than a model- or AI-driven product surface.
Revenue mechanics are subscription/recurring: TAG charges annual, quote-based fees sized to plan assets, employee count, participant count, plan type (Startup vs. Takeover), and service scope, with cost efficiencies created by pooling. Go-to-market combines enterprise field sales (direct employer engagement) with a channel model in which financial advisors, broker-dealers, and RIAs present TAG's pooled plans to their business clients and select investment managers from a predefined list (e.g., Raymond James, Stifel, UBS, MassMutual, LPL Financial, Cetera, Gallagher, Oppenheimer, Mesirow). TAG is a wholly owned subsidiary of Transamerica, which is part of the Aegon Group, and operates within Transamerica's broader retirement solutions brand and operational infrastructure.
TAG Resources firmographics
Firmographics- Name
- TAG Resources
- Legal name
- Administrative Group, LLC dba TAG Resources
- Website
- https://tagresources.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- TAG Resources is a Knoxville-based provider of pooled retirement plan solutions serving small and mid-sized employers, offering 401(k) administration, compliance monitoring, and ERISA 3(16)/3(38) fiduciary services through a proprietary portal and a network of broker-dealer and RIA distribution partners, operating as a Transamerica subsidiary.
- Ownership category
- akta.pro rank
TAG Resources industry classification
Industry- Product category
- Retirement Plan Administration
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Trust, Fiduciary, and Custody Activities (523991), Insurance and Employee Benefit Funds (5251)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Employee Benefit & Retirement Plan Trust Services (FSAAANAC), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where TAG Resources is headquartered
LocationHeadquarters
- HQ city
- Knoxville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
TAG Resources business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Retirement Plan Administration Services: TAG Resources generates revenue through fees associated with pooled retirement plan administration services. The company provides administrative services, compliance monitoring, and fiduciary protection as part of a bundled service offering. Pricing is not publicly disclosed and appears to be based on plan size and complexity, with cost efficiencies achieved through asset pooling.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Plan administration and fiduciary services for pooled retirement plans |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels1 record
TAG Resources product offering
Product offeringCore offering
TAG Resources provides pooled retirement plan solutions that allow multiple employers to participate in a single 401(k) plan document, combined with comprehensive 401(k) plan administration, ongoing compliance monitoring, and ERISA fiduciary protection. The firm formally assumes ERISA 402(a) Named Fiduciary status in the plan document and takes on 3(16) administrative fiduciary duties, transferring significant fiduciary liability away from participating employers. Services are delivered to plan sponsors via a secure web-based TAG Portal and supported by nearly 25 years of pooled plan experience.
Product overview
TAG Resources is a retirement plan fiduciary services provider offering a unified platform of pooled retirement plan solutions. The core offering consists of pooled retirement plans that enable employers to provide employees with comprehensive retirement savings opportunities. The product suite includes 401(k) plan administration services, compliance monitoring with fiduciary protection (acting as ERISA 402(a) Named Fiduciary and 3(16) fiduciary), and the TAG Portal platform for plan management. The company has nearly 25 years of experience in the pooled plan market, serving both small businesses and larger organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Pooled Retirement Plan Solutions
Quantifiable outcome
- Reduced administrative burden and fiduciary risk for employers
Companies that use TAG Resources
Customer profileSegments1 record
Ideal customer profiles1 record
TAG Resources technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
TAG Resources partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and minor.
- TransamericacoreTransamerica is the parent company of TAG Resources (Administrative Group, LLC dba TAG). TAG is a wholly owned subsidiary of Transamerica, which is part of the Aegon Group. Transamerica provides the institutional backing, brand association, and operational infrastructure for TAG's retirement plan fiduciary services. The Transamerica Pyramid logo and branding are used, and TAG products are positioned within the Transamerica ecosystem of retirement solutions.
- Raymond JamesminorRaymond James is listed as an investment manager option within TAG's pooled plan proposal form. Raymond James advisors can present TAG's (K)lear Choice 401(k) Retirement Plan Exchange to their clients as a suitable alternative. TAG serves as the 3(38) investment manager for the program.
- StifelminorStifel is listed as an investment manager option within TAG's pooled plan proposal form. Stifel's (K)lear Choice 401(k) Retirement Plan Exchange is powered by TAG Resources, with Stifel serving as the 3(38) investment manager. Financial advisors are permitted to 'educate' clients on the program but cannot make direct recommendations.
- UBSminorUBS (including UBS - JP Morgan, UBS - T. Rowe Price, UBS - Blackrock) is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- LPL Financial, LLCminorLPL Financial is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- MassMutualminorMassMutual is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- OppenheimerminorOppenheimer is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- MesirowminorMesirow is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- Wealth Enhancement GroupminorWealth Enhancement Group is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- Dynamic Wealth AdvisorsminorDynamic Wealth Advisors is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- GallagherminorGallagher is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
- Cetera Financial GroupminorCetera Financial Group is listed as an investment manager option within TAG's pooled plan proposal form, indicating a channel partnership for retirement plan investment management solutions.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
TAG Resources competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights6 records
Customer concentration
TAG Resources financial estimates
Financial estimateRevenue estimate
Valuation estimate
TAG Resources leadership team
Management profileNumber of profiles
Profiles1 record
TAG Resources funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TAG Resources M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TAG Resources
What does TAG Resources do?
TAG Resources provides pooled retirement plan solutions that allow multiple employers to participate in a single 401(k) plan document, combined with comprehensive 401(k) plan administration, ongoing compliance monitoring, and ERISA fiduciary protection. The firm formally assumes ERISA 402(a) Named Fiduciary status in the plan document and takes on 3(16) administrative fiduciary duties, transferring significant fiduciary liability away from participating employers. Services are delivered to plan sponsors via a secure web-based TAG Portal and supported by nearly 25 years of pooled plan experience.
Is TAG Resources a public or private company?
TAG Resources is a private company. It is classified as corporate owned and is currently operating.
When was TAG Resources founded?
TAG Resources was founded in 2002. It employs 51 to 100 people.
Where is TAG Resources based?
TAG Resources is headquartered in Knoxville, United States, in the North America region.
How does TAG Resources make money?
One revenue line is on record: retirement Plan Administration Services.
Does TAG Resources have an API?
No public API is recorded for TAG Resources.
What industry is TAG Resources in?
TAG Resources's product category is Retirement Plan Administration. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAANAC, Employee Benefit & Retirement Plan Trust Services. Its NAICS code is 524292 and its SIC code is 6411.