• How to Optimize a 401(k) Plan for Employer, Employees
    January 31, 2017 - Lately the benefits press has written an awful lot about the latest trend in employer-provided retirement benefits: making defined contribution (DC) plans look more like defined benefit (DB) plans. Communicating an estimate of how big an annuity a participant’s account balance can buy Providing the option to take a distribution from the plan as either a series of installments or as an annuity. Let’s consider... Continue
  • TRA Hires Grant Livingston As Regional Sales Consultant
    January 25, 2017 - The Retirement Advantage, Inc. (TRA), an industry-leading employee benefits consulting and technology firm, is pleased to announce the hiring of Grant Livingston as their latest Regional Sales Consultant providing service to our New England territory of CT, MA, ME, NH, RI & VT. Livingston will report to Craig Mazzini, National Sales Manager of TRA. Livingston has more than 20 years of experience in the financial... Continue
  • What Happening With The DOL’s Fiduciary Rule?
    January 24, 2017 - Time is of the essence in the event that the rule ends up not being delayed, and it is likely that any replacement rule will look substantially similar to the Fiduciary Rule Continue
  • Commitment to DC Plans Remained Strong in 2016
    January 23, 2017 - Both employers and employees remained committed to funding defined contribution plans during the year, which saw significant market swings and bouts of uncertainty. Continue
  • Gen X Must Commit to Personal Savings to Secure Retirement
    January 17, 2017 - As the first wave of Generation X workers begins to catch a glimpse of retirement age, the demographic group continues to face struggles in financial planning. Continue

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