Departments
What department is the face of TAG?
Account management
True or false. . . TAG acts as a payroll administrator.
False. . . We are a third party administrator, handling the day to day operations of defined contribution plans.
Who handles legal issues that may arise?
Britt McAfee
Who is the "Snack Czar"?
Lana Womack
Who should you tell if you have issues with the time clock?
Tessie
What department deals mostly with participant issues?
Distributions
True or False. . . TAG is the plan administrator.
True
Who is the president of TAG?
Troy Tisue
Who are our special guests on the fourth Friday of every month?
Dogs. . . lots of them.
Who signs off on the 5500?
TAG or the plan signer if they are delinquent turning in the requested information.
What department tests plans?
Compliance
What does TAG stand for?
Tisue Advisory Group. . . it has since morphed into something else possibly so no one really knows. TAG stands for TAG, maybe. . .
Who provides login information for FT Williams?
Phil Tisue
Who is the only TAG member to survive a coup attempt?
Summer
Who is responsible for payroll training a plan?
Account Management
What department submits a plan to the recordkeeper?
New Business
True or False. . . Participants should contact TAG if they need access to their online accounts at the recordkeeper.
False. . . They will need to contact the recordkeeper directly.
Who is responsible for TAG-related passwords.
Russ Gill
Who is the most recent employee of the quarter?
Summer
TAG is considered a 3(16) fiduciary. What basic duties does that entail?
Administrative fiduciary. . . day to day functions and the like.
What department is in charge of uploading contributions files to the recordkeeper?
Aggregation
Who is responsible for executing the specified plan design?
TAG
Who is responsible for updating participants of their upcoming entry dates?
Kenny Cassell
How many retirement plans does TAG administer?
Roughly 1500.
What is the account manager chain of command?
Pod Leader, Beau (Senior Bubbles), then Crystal