TRA MAKES NEWS HAPPEN
The Retirement Advantage, Inc. Acquires Markley Actuarial Services, Inc.April 18, 2018 - The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company announced today the acquisition of Markley Actuarial Services, Inc. (Markley), an independently owned actuarial firm, headquartered in Lancaster, PA. With the acquisition of Markley on March 30, 2018, TRA now has retirement plan professionals in 31 states to support its national base of clients, financial advisors and recordkeeping partners with customized retirement plan design... Continue
Advisor Tips – The Benchmarking ProcessApril 17, 2018 - As a Financial Advisor, your expertise is helping individuals form and implement a plan in order to secure their goals for the future. Continue
Q and A – Plan Sponsors Ask – How To Find Lost ParticipantsApril 10, 2018 - Q: There are a few accounts in our 401(k) plan that belong to people we can no longer find. They moved and didn’t provide a forwarding address. We plan to terminate our plan, which makes it even more important that we find these “lost” participants. What can we do? A: The Pension Benefit Guaranty Corporation (PBGC) may be able to help. Although the PBGC is primarily about... Continue
2018 Retirement Trends to WatchApril 3, 2018 - Among retirement industry trends to watch in 2018, along with how to save money in a 401(k) plan and other retirement accounts, is how to spend those savings. A retirement industry think-tank expects a growing number of plan sponsors and industry stakeholders to evaluate retirement income solutions and de-accumulation strategies for DC plans. The expectation is that, with the growing impact on the workforce of... Continue
Consider TRA's 3(16) Plan Administration Relief Services (PARS)
To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.