• Setting Realistic Expectations about Work in Retirement
    October 30, 2018 - Sixty-four percent of workers are very or somewhat confident they will have enough money to last throughout their retirement, according to the Employee Benefit Research Institute’s (EBRI’s) Retirement Confidence Survey, said Craig Copeland, senior research associate at the Institute, speaking during a webinar on the topic of working during retirement. However, only 17% are very confident. Among retirees, 75% are very or somewhat confident their... Continue
  • Two TRA Associates Recognized at the ASPPA Annual Conference
    October 23, 2018 - Congratulations to John Markley, Industry Relations Director and Molly Tollefson, Compliance Analyst; for their recent achievements. John was appointed President of ASPPA College of Pension Actuaries (ACOPA) during a luncheon today at the ASPPA Annual Conference in National Harbor, MD. ACOPA is responsible for identifying and addressing the professional development needs of the actuarial membership of ASPPA, including maintaining the actuaries-only Google Group, and offering conferences focused... Continue
  • Q & A – Plan Sponsors Ask
    October 15, 2018 - Question: As our company leadership retires and younger employees take over, we are sometimes unsure about how best to help them in their efforts to save for the future. How do younger people view the role of their employer and the government? Answer: As the workforce transitions toward more Millennials in company leadership roles, change is happening in how things are done and in attitudes. Recently, a... Continue
  • Investment Assistance Via Managed Accounts, TDFs
    October 9, 2018 - If your 401(k) plan offers participants the opportunity to invest in a managed account or a target-date fund (TDF), yours is among the majority. These options give employees access to professional investment assistance, which in turn, may help them achieve higher returns, according to a recent paper. Ninety-three percent of companies offer TDFs and 58% offer managed accounts in a defined contribution account, thereby providing... Continue
  • Q and A – Plan Sponsors Ask
    October 3, 2018 - Question: Our soon-to-be-retirees are sometimes unclear about how their finances will actually look in retirement. We are offering them financial wellness information, but it made us wonder about what we can learn from the Baby Boom generation’s actual retirement experience. Answer: That’s the topic of an Insured Retirement Institute (IRI) annual survey and report, now in its eighth year. While the survey indicates a generally positive financial picture for... Continue

Consider TRA's 3(16) Fiduciary Services & Plan Administration

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.