Offering a retirement plan doesn’t have to be complicated, expensive, or time-consuming. We are proud to offer the Southern California Biomedical Council 401(k) Retirement Plan Exchange® now available in partnership with Gallagher, TAG Resources, and Transamerica. Our solution makes it easy by offering employers a professional suite of recordkeeping, administrative, fiduciary, and investment management services.
Member Benefits
- Administrative and Fiduciary Offload
- By shifting 3(16) administrative and certain 402(a) named fiduciary duties to TAG Resources, employers can mitigate defined legal obligations and responsibilities.
- Cost- Effective
- Built on a pooled-pricing model, the solution often costs less than other programs offering fewer comprehensive services.
- Well-Known Providers
- The Solution combines 3(16), 3(38), and TPA services from industry leaders for “end-to-end” retirement plan oversight.
To request information for the SoCalBio-Transamerica Program, please fill in the fields below and click the Submit button at the bottom of the form.