• Finding the Right Balance with Company Stock
    December 18, 2018 - Including company stock among the investments in your 401(k) plan can be powerful. It gives employees a voice in the firm’s direction, pride of ownership, and a direct correlation between their job and company performance. At the same time, employees should understand how to use company stock wisely as a 401(k) plan investment. A few widely publicized corporate bankruptcies in the early 2000’s taught lessons... Continue
  • The Retirement Advantage, Inc. Acquires The Condon Company (TCC)
    December 11, 2018 - APPLETON, WI (December 11th, 2018) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company announced today the acquisition of The Condon Company (TCC), a third-party administration firm, headquartered in Memphis, TN. With the acquisition of TCC on November 30, 2018, TRA now has retirement plan professionals in 32 states to support its national base of clients, financial advisors and recordkeeping partners with... Continue
  • Plan Sponsors Ask…
    December 4, 2018 - Question: We had two participants leave our company this year with outstanding 401(k) plan loans. We’ve heard the tax law passed in December 2017 may impact those loans. What can you tell us? Answer: You heard right; there is a provision in the Tax Cuts and Jobs Act passed December 22, 2017, that affects plan participants who terminate employment with an outstanding loan. Before passage of the law,... 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.