Complaints

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:05/20/2024

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I submitted a rollover request in February 2024. As of May 2024 my funds were still being held by TAG.
  Both my former employer and I have attempted to contact TAG Resources on numerous occasions. Emails went unanswered and phone calls went to voicemail after waiting for a while. The voice said that TAG would call back the next business day, which did not happen.
  
  Finally my funds were released a week ago.
  TAG should be ashamed to charge Third Party Administration (TPA) Distribution Fee ******** for this type of service.
  I am asking TAG Resources to refund the *** they deducted from my funds due to the delay in transferring funds and our time wasted trying to contact them.

  Business Response

  Date: 05/24/2024

  Ms* *********
  
  We
  appreciate the opportunity to address your concerns, and we sincerely apologize
  for the inconvenience caused by the inadvertent delay in processing your
  retirement plan distribution request.  We understand the time-sensitive
  nature of retirement plan distribution requests, and we recently discovered
  that our automation tool missed your plan distribution request.
  
  As
  soon as we discovered the technological issue, we promptly reviewed and
  processed your plan distribution.
  
  TAG’s
  Management has determined that the processing fees associated with your plan
  distribution should be refunded back to your account due to the delay.  We
  will process the refund and provide a supplemental distribution to ensure that
  you receive your complete plan distribution.
  
  Once
  again, we apologize for any inconvenience.  We are committed to providing
  you with the highest level of service.  If you have further questions or
  concerns, please reach out to Candice *********
  
  ******* ********
  ******** ** **********
  **** ***** **** ****** ********** ** *****
  ************ ****** **** ******* * ************ ****** * ************ ***
  
  Respectfully,
  
  Administrative
  Group, LLC dba TAG Resources

  Customer Answer

  Date: 06/14/2024

  Hi,

  I accepted the business's response to resolve my complaint but I still haven't received the promised ****** refund.
  

  Can my complain be reopened?
  

  Business Response

  Date: 06/18/2024

  TAG Resources followed up with the retirement plan's recordkeeper (Transamerica) and confirmed that the $50 distribution fee refund is in process.  The refund distribution will be processed and sent to Ms. ******** as soon as possible.

  Best regards,

  TAG Resources

• Initial Complaint

  Date:03/18/2024

  Type:Delivery Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  The company I worked for had a 401k through transamerica. The business closed in January and I still haven't found a job. Desperately in need of money for bills and such, I made a withdrawal request through trans. After 2 weeks with no response, I called them. They said I had to contact a 3rd party (TAG) to inquire about my withdrawal. After multiple calls amd emails with no response, I'm bow contacting you before I seek legal action. The withdrawal process should only take a week max. And after reading multiple reviews of TAG on Google. I'm worried I'll never get my money. Already 2 months behind in rent. This is unacceptable.

  Business Response

  Date: 03/26/2024

  TAG Resources’ management reviewed the
  complaint from ******* ****** related to the
  High Water Brewing, Inc. 401(k) retirement
  plan termination and his related concerns. 
  Immediately after receiving Mr. ******** complaint, TAG reviewed Mr.
  ******** plan distribution eligibility and took steps to process Mr. ******** plan distribution.  TAG will reach out to
  Mr. ****** to discuss the plan distribution and related plan termination.  The plan termination is underway, which is a
  complex process that involves a number of requirements and steps.  
  
  Respectfully,
  Administrative
  Group, LLC dba TAG Resources

• Initial Complaint

  Date:08/24/2023

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I'm writing to urgently address a substantial complaint against TAG Resources regarding their concerning lack of communication and distressing delays in processing withdrawal approvals. This issue has a profound impact on individuals like myself who have transitioned from our former employers. The severity of this problem is further emphasized by the plethora of negative Google Reviews, which shed light on the widespread nature of the issue.
  
  1. Communication Blackout:
  Upon my departure from my previous employer, I initiated contact with TAG Resources to facilitate the withdrawal process for my retirement account. Regrettably, my repeated attempts to establish communication, including voicemails and the completion of contact forms, have been met with silence.
  
  2. Unacceptable Withdrawal Delays:
  My withdrawal request, which I submitted to TAG Resources, has languished without any discernible progress or communication. While TAG Resources may not have an official timeline for withdrawal processing, the nearly two-week delay since my submission, coupled with the lack of communication, has intensified both financial anxieties and emotional distress.
  
  3. Recurring and Pervasive Issue:
  A particularly disconcerting revelation emerged when I was finally able to communicate with a TAG Resources employee. Shockingly, I learned that this issue has persisted for a staggering two years. The multitude of negative Google Reviews aimed at TAG Resources serves as a testament to the systemic nature of these problems. The recurrent grievances, which predominantly revolve around unresponsiveness, paint a bleak picture of the company's practices.
  
  This situation transcends minor inconvenience; it represents a disheartening breach of trust and a formidable obstacle to financial stability and future planning. It is imperative that TAG Resources is held accountable for rectifying their customer communication strategies and withdrawal processing timelines.

  Business Response

  Date: 09/07/2023

  We
  appreciate the opportunity to address the concerns raised by TAG Resources' client. TAG
  Resources spoke with the client to address their concerns related to
  delayed processing times and accessibility to TAG's staff via phone. TAG understands the time-sensitive nature of retirement plan distribution
  requests, and we are committed to continually improving procedures to ensure prompt responses related to such requests. 

  Respectfully,

  Administrative Group, LLC dba TAG Resources

• Initial Complaint

  Date:08/10/2023

  Type:Delivery Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I was separated from my place of employment August of 2022; in May of 2023 I requested a distribution of my 401k through Transamerica. After waiting
  a month, request was denied. Was told paperwork was improperly filled out. Corrected the paperwork and resubmitted the request in June of 2023. Called to check status and was told to contact Tag resources.
  Tag resources said my old company was in the process of auditing the account for a plan closeout and to be patient. Spoke with an associate in July of 2023 was told everything was in order, just waiting on a check to clear; if I don't receive the funds in a week to call back. Called again today, August 10, 2023 was told they thought everything was in order, my old company has fulfilled their part, it's something on their end that's wrong and she doesn't know when my funds will be released or what the problem is, she hasn't been made aware of the actual problem.

  Business Response

  Date: 08/17/2023

  TAG Resources’ management
  reviewed the complaint from ****** ******** related to the Transit Energy
  Group, LLC’s 401(k) retirement plan termination.  The plan termination is
  underway, which is a complex process that involves a number of requirements and
  steps before account distributions can be processed for plan
  participants.  TAG will make diligent efforts to continue following up
  with Transit Energy Group regarding required documents that TAG has requested,
  and TAG will take any additional steps necessary to assist with promptly
  facilitating the retirement plan termination.  TAG will also communicate
  further details related to the plan termination with Ms. ********.

  
  Respectfully,

  
  Administrative Group, LLC dba TAG Resources

  Business Response

  Date: 08/28/2023

  We will review the complainant's response and respond as soon as possible.  We respectfully request an extension of time to respond by Friday, September 1.  We did not receive the complainant's response until today (August 28) due to legal counsel being out of the office. 

  Thank you,

  TAG Resources

  Customer Answer

  Date: 08/29/2023

  
  
  Better Business Bureau:
  
  
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  
  
  
  Sincerely,
  
  
  
  ****** ********

• Initial Complaint

  Date:07/18/2023

  Type:Customer Service Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  My company, 3KD Inc., uses TAG resources to manage our 401K. This complaint is mainly about poor customer service. I have asked to close this account in December 2022 as our business is closing down this year. I have been in contact with an Account Manager, Jamie Sanders, who needed some informatoin, to which I have responded and had to then again, resend it in a few times. It is now July and I cannot get anyone to response to my calls. It appears they are blocking distributions of our 401K holdings to my employees, but I without gettin a respond to my messages, I am making no progress to a resloution. I was informed earlier this week my account manager has changed again but yet no return emails or calls. I need resolution to get this account closed so my employees can be distributed their money and move on form this company. I am attaching the respones I last sent, at their request on May 18th to which I have not been able to get a hold of anyone since that time.

  Business Response

  Date: 08/01/2023

  TAG Resources’ management reviewed the complaint
  from  related to 3KD
  Inc.’s 401(k) retirement
  plan termination and his related customer service concerns.  Immediately after receiving  complaint, TAG’s retirement compliance manager reached out to  to
  discuss the plan termination details and related issues.  The plan termination is underway, which is a
  complex process that involves a number of requirements and steps.  TAG
  will make diligent efforts to continue communicating with and take any additional steps necessary to assist with promptly facilitating
  the retirement plan termination.
  
  Respectfully,
  Administrative
  Group, LLC dba TAG Resources

  Customer Answer

  Date: 08/01/2023

  
  
  Better Business Bureau:
  
  
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.  They have been much more communicative on this topic now that you have reached out and I feel like we are finally making progress.  Thank you. 
  
  
  
  Sincerely,
  
  
  
  ***** *******

• Initial Complaint

  Date:02/10/2023

  Type:Customer Service Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  i went through a divorce and was granted my ex husbands 401, roth ira and am trying to get a hold of someone to help me with the process and i can't get through on the phone or email nobody is responding it has been months and i have a court order. can you help me with this please

  Business Response

  Date: 03/13/2023

  Company states they need more information from the customer. They request the husband's name and his company name. 

  Business Response

  Date: 03/31/2023

  TAG
  Resources’ management has spoken to the applicable individual and provided
  instructions to access the participant’s account. TAG informed the complainant to
  contact TAG directly if further assistance is needed to submit a
  withdrawal request.
  
  Respectfully,
  
  TAG
  Resources, LLC 

  Customer Answer

  Date: 04/02/2023

  
  
  Better Business Bureau:
  
  
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  
  
  
  Sincerely,
  
  
  
  *** ******

• Initial Complaint

  Date:11/02/2022

  Type:Order Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  October of 2019 I left my employer, presto pest control. They then sold the company and transfered our 401k plans to a new firm called Tag Resources. I deal with a over there. When they transfered my information they must have mixed my info with another employee who is still employed. I called them in January of 2020 to close the account as I was no longer employed and was unaware it existed. They tell me there is a social security number mix up. Trans America told me this issue is resolved. Tag Resources give me no specific information on why I can't withdraw and only keeps asking me for my email. At no point will they attempt to verify my information over the phone or make attempts to correct this. We are now in October of 2022 and I still can not withdraw my 401k. I've been making calls frequently to them and it's always the same thing, I need to ask my superior, give me your email so we can email you information. A week later I get calls about how my emails incorrect and they need it again. Beyond frustrated with this company.