• Year-End Data Collection
    January 29, 2019 - It’s that time of year for our calendar year plans to submit their year-end data for required compliance testing and contribution calculations. You should have received an email from your dedicated Client Relationship Manager (CRM), in December (if your plan year-end is 12/31), asking you to submit your census data and questionnaire via PlanSponsorLink (visit us at www.tra401k. com and click on Login and choose PlanSponsorLink).... Continue
  • Craig Harm, the new Key Account Manager for The Retirement Advantage
    January 24, 2019 - TRA is delighted to announce that Craig Harm has been appointed as Key Account Manager APPLETON, WIS. (January 24, 2019) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services provider is pleased to announce the addition of Craig Harm, in a newly created position as Key Account Manager. Harm’s primary focus will be developing, servicing and growing trusted relationships with a portfolio of... Continue
  • Retirement Expectation Versus Reality: Communication Opportunities at the Crossroads
    January 22, 2019 - When expectation and reality differ, the results can be tough to take — especially when the subject is retirement. By communicating with employees in a way that recognizes both the perceptions and the realities, employers can smooth the transition from worker to retiree. With this disconnect in mind, it’s important for employers to pay attention to key areas where worker expectations and retirement reality part... 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.