• Member to Member (M2M) Benefit

    Carolina Chamber Retirement Solution
    Multiple Employer 401(k) Program Exclusive for Chamber Members
    The Carolina Chamber Retirement Solution is a solution for businesses that allows you to offer a retirement plan to your employees, while reducing your administrative burden, transferring fiduciary risks, and potentially reducing costs. 

    What Employers Want From a 401K Plan:

     MAKE MY PLAN EASIER TO ADMINISTER- TAG becomes your 401K department, performing 95% of the administrative tasks for your plan.  This is the highest level in the industry. 

    KEEP MY PLAN COMPLIANT - TAG, as the Plan Administrator, keeps you in compliance and prevents your 401K plan from becoming one of the 75% of 401K plans that fail Department of Labor audits each year. This keeps you from having to shoulder a share of the billions in fines and penalties imposed for being out of compliance. 

    PROTECT ME FROM FIDUCIARY LIABILITY - TAG is the Named Fiduciary on your plan, accepting fiduciary liability at the highest level in the industry. 

    I WANT TO PAY REASONABLE COST - It is competitively priced, many times costing less than the programs offering none of the services offered by TAG.

    I WANT SUBSTANTIAL AND WELL KNOWN PROVIDERS - TAG is the largest end to end 401K provider in America.  TAG partners with Transamerica as recordkeeper with over $152 billion in assets and Mercer LLC as the investment manager with over $100 billion in assets under management. 
    Contact Information
    Offer Valid: October 20, 2016December 31, 2018
    Chapel Hill-Carrboro Chamber of Commerce