Essential Resources for Employee Benefits Professionals
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Testimonials from TAG Clients

We have been a TAG subscriber since 1995 and have been very pleased with TAG's technical support and very impressed with their response time. Using TAG as a technical resource saves us hours and hours of research time every year. TAG always provides the back up information as well for their answers so we know the source and can rely on the accuracy of TAG's answers.

As long as I am in this business I will continue to be a TAG subscriber!


Diane Martin, QPA, QKA
President
Sheffler & Martin, Inc.

TAG affords me the time I need to do more profitable tasks since I can rely on them to to my research. I usually know the answers but TAG gives me the cites, regs and/or other supplemental information I need to confirm my research and serve my customers and prospects. We've used TAG for years and I am extremely satisfied. Thanks!

Eric Petersen
Senior Pension Consultant
Hicks Pension Services

Its wonderful to know you're there when I can't find anything definitive quickly. Your expertise is greatly appreciated. Makes my job a lot easier & let's me sleep at night.

Janet L. Hubber, EA, MAAA, MSPPA
Employee Benefit Resources, LLP
www.ebrworld.com

"TAG,
We love you guys! You remind me of Santa. I ask for stuff and you bring it to me.
Great Service
Timely Responses
Very Knowledgeable
Thank You"


Rebecca B. Connor
Qualified Plan Services, Ltd.

"We are so impressed by the services we receive from TAGDATA.COM. The rapid response time is unparalleled in our industry; we have confidence in the answers provided; and the web site is easy to navigate. It is a delight to work with the TAGDATA.COM staff!"

Swerdlin & Company

"Thanks for your assistance.  I am really grateful for TAG as a resource."

Joan Gucciardi, President
Summit Benefit Group

"I'd like to take this opportunity to wish you guys a happy holiday season. Thank you for being there for me again in 2003. I've learned quite a bit in the five years we've used your service. You are a tremendous resource that has elevated my knowledge."

David J. Kupstas, ASA, EA
Chief Actuary
The Actuarial Consulting Group
Midlothian, VA

"I just wanted to drop you a quick e-mail and let you know just how much we appreciate your service.  TAG has been absolutely GREAT!!  Your service gives us the ability to respond to technical issues so much quicker than we were ever able to before and quite frankly, TAG is responsible for a lot of the success that we have enjoyed over the last couple years

A huge "Thank You" is long over due from us here at CPI Qualified Plan
Consultants, Inc.
"

Sincerely
Jon L. Prescott
V.P. - Consulting & Strategic Alliance Services

Our company has been using TAG for almost a year. I highly recommend their services to any TPA or professional firm associated with qualified plans who desires a knowledgeable edge on the competition. Their responses are complete, practical, accurate and timely. They also add additional information, IRS references and appear to have the insight to examine the situation we are inquiring on as if they have been in the situation before. I compare their services to hiring a group of diverse benefit specialist in your office, but at a fraction of the cost and only an email away.

We can also find most of the answers to detailed questions on their user-friendly website. The website also contains many useful forms, examples, spreadsheets and other tools used in the administration of qualified plans. The TAG conference I attended consisted of the most influential and knowledgeable speakers I have heard in this field. They presented the material in a practical and useful manner, instead of just a pure academic environment.

Please feel free to contact me at pcarmichael@ubpensions.com with any questions on their service.

Regards and thanks for all your help,

Paul Carmichael, QKA
Senior Account Executive
United Benefit Pensions Inc.

"Once again, I'd like to say that TAG has been an invaluable resource and I will gladly recommend it to anyone in the industry.

I've been using TAG for 2 years and the amount of time saved performing research has benefited not only myself, but my clients as well.  The news updates, the numerous articles, and especially the Q&A section have been extremely useful in providing quick answers to tough questions.
 
Thanks for the great customer service."


Paul G. Masser, QKA
Director of Pension Administration
Uniglobal Pension Planning, Inc.

 

 
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