You can love your Solo(k).

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We challenge you

to find a Solo(k) on the market that is easier, more compliant, or safer.

Ease of Administration

Some Solo(k)s take a lot of up-keep.

The Academy Benefits Retirement Services Solo(k) Retirement Solution doesn't. Unlike most Solo(k)s, TAG Resources acts as the Named Fiduciary, which greatly reduces the amount of administrative work you need to do to keep the plan running smoothly and in compliance.

The Academy Benefits Retirement Services Solo(k) Retirement Solution handles:

  • Form 5500 Filing
  • Investment of Plan Contributions
  • Distribution Processing
  • Monitoring of Legislative Actions

Cost Containment

Lower Plan Cost

TAG’s Plans are built on an “aggregated” model. Every Solo(k) in the plan benefits from this aggregation in the form of enhanced services and lowered costs.

No Fines or Penalties

Because we keep your plan consistently compliant, you will not be subject to fines and penalties.

With features like these, why choose anything else?

Pick the Academy Benefits Retirement Services Solo(k) Retirement Solution, powered by TAG Resources!

Substantial Resources

Academy Benefits is a Trusted Partner in the entertainment industry and shares a unique relationship with the Producers Guild of America, Television Academy and the Visual Effects Society. We look forward to providing services on your behalf with increased participation, hosted enrollment meetings, investment education for participants and plan reviews on a regular basis. Offering a retirement plan and selecting providers to run the retirement plan are fiduciary decisions. Academy Benefits Retirement Services plays a key role in driving the due diligence and documentation of that process.

Academy Benefits endorses the TAG Program based on their experience and proven process related to the complexity and liability of running a retirement plan. We in conjunction with TAG look to reduce the administrative duties and your personal exposure and liability as a fiduciary to the greatest degree allowed by law and industry, and do so at a cost that is competitive.

Financial Advisor

Michael Manning
President, Retirement Services
23945 Calabasas Road, Suite 108,
Calabasas, CA 91302
Office 818.626.3290
Cell 818.749.0775

TAG Resources ensures your plan reaps long-term rewards with easier day-to-day operations. As the largest end-to-end retirement plan provider in the US, TAG is recognized nationally for pioneering unique Retirement Programs. The Multiple Employer Program™ is our newest innovation, bundling retirement plans together in a service model previously only available for very large companies.

The bottom line is that for every plan, TAG acts as your Retirement Plan Department so you don't have to be an expert. We're the buffer between you and the Department of Labor/IRS to keep you compliant, we provide fiduciary liability protection, and our program is priced competitively with plans that do not provide these valuable services.

The results are easy to see: every plan gets A-List Oversight. There is no company more capable of crafting retirement plans that meet the needs of today's businesses than TAG.

Transamerica is an industry-leading Record Keeper with over $226 billion in assets as of December 2018, possessing more than 80 years of experience. Transamerica provides innovative retirement plan services and solutions.

Mesirow Financial is an independent, employee owned firm founded in 1937 with 600 employees working from 18 locations around the globe. We focus exclusively on clients. As a privately held company with $326 million in capital*, our clients receive independent, objective advice that’s tailored to their specific needs. As a pioneer in outsourced, third party fiduciary services, Mesirow Financial has been supporting plan sponsors since 2006. The firm has over 32.7 billion in assets under management* and $30.8 billion in assets under advisement*.

*as of 6/30/2018

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