TRA MAKES NEWS HAPPEN

• ▾

  DOL Drops Off MEP Proposal at OMB

  September 26, 2018 - Wasting no time, the Labor Department has delivered its proposed rule to expand access to multiple employer retirement plans to the Office of Management and Budget for review. It was less than a month ago that President Trump signed an executive order directing the Departments of Labor and Treasury to consider changes to make it easier for businesses to join together to offer MEPs, which the order... Continue
• ▾

  Employees Prefer a Retirement Paycheck

  September 18, 2018 - The shift away from traditional pension plans means today’s employees are largely responsible for their own retirement security. Yet many seem to long for the “good old days,” at least in the sense of knowing they will receive a monthly income throughout retirement. What role should companies play in the retirement security of their employees, especially as it relates to steady retirement income? And how... Continue
• ▾

  WEBINAR – Selling Cash Balance Plans in 2018

  September 13, 2018 - Cash Balance Webinar - Wednesday, October 3, 2018 - TRA will share key insights on cash balance market trends and how to sell these plans. Continue
• ▾

  Cash Balance Plans Top $1 Trillion

  September 11, 2018 - California and New York have the most cash balance plans overall, but that’s not where the fastest growth is occurring. Employer contributions to cash balance plans soared 30% in 2016, lifting assets of those programs to $1.03 trillion, according to the 2018 National Cash Balance Research Report, from Kravitz, Inc., an Ascensus company, which also found a 15% net increase in the number of new cash... Continue
• ▾

  Simplify 401(k) plan administrative requirements

  September 4, 2018 - Do you have clients that could benefit from major tax deductions? If so, don't miss out on significant savings this year. Please contact your TRA Regional Sales Consultant today about flexible, creatively designed, highly tax-efficient retirement plans that can benefit your clients. Retirement plan deadlines are approaching. Continue