TAG Resources, LLC Employee Directory

Financial ServicesTennessee, United States11-50 Employees

TAG Resources, LLC is a Knoxville, Tennessee-based financial services company focused on retirement plan services for employers. Its TAG Program provides a pooled employer plan style solution that reduces administrative burdens and fiduciary risk while expanding access to retirement benefits for workers. The firm emphasizes professional plan administration and accountability on behalf of adopting employers, aiming to improve plan design and savings outcomes. The approach is grounded in aggregating small employers to improve service quality and pricing, a concept its leadership has helped pioneer. The management team brings a combined century of experience in the retirement plan industry.

In March 2022 Transamerica acquired TAG Resources, expanding its pooled retirement plan capabilities.

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