TRA MAKES NEWS HAPPEN

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  Open MEPs Will Be a Retirement Plan Market Disruptor

  February 26, 2019 - By Rebecca Moore – PLANSPONSOR A reiteration of the Retirement Savings and Enhancement Act (RESA), the major provisions of which would open the door for use of multiple employer plans (MEPs) for unrelated employers, was recently introduced in the House of Representatives. During a webcast hosted by Ignites, Pete Swisher, senior vice president and national practice leader at Pentegra Retirement Services, in White Plains, New York, said... Continue
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  Tying HSAs to Retirement Savings

  February 19, 2019 - By Rebecca Moore from PLANSPONSOR Kelley Long, certified financial planner with Financial Finesse, shared information to help employers promote health savings accounts (HSAs) as a retirement savings tool for employees. A key problem with promoting health savings accounts (HSAs) as a retirement spending vehicle is that they are tied to medical benefits, and so that’s how participants think about them, Kelley Long, certified financial planner with... Continue
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  The Retirement Advantage, Inc. Acquires Quality Pension Services, Inc.

  February 14, 2019 - TRA Announces Purchase of Quality Pension Services APPLETON, WI (February 14, 2019) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company announced today the acquisition of Quality Pension Services, Inc., a pension administration firm, headquartered in Chico, CA. With the completion of the acquisition on February 1, 2019, TRA has taken another step in its commitment to grow and service... Continue
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  The Retirement Advantage (TRA) News

  February 12, 2019 - Accomplishing retirement goals takes detailed plans and expert strategies. TRA is continually building up our talent and expertise to assist our clients in designing and administering qualified retirement plans of all types so our Plan Sponsors can meet their unique goals. Our recent integration of Markley Actuarial Services, Inc., a Lancaster PA based firm providing third party administration and actuarial services for over 30 years,... Continue
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  TRA Hires a Texas Regional Sales Consultant

  February 7, 2019 - Aurelia Detwiler is now representing The Retirement Advantage in TX, LA and MS APPLETON, WI (February 7, 2019) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is proud to announce the hiring of Aurelia Detwiler as their Regional Sales Consultant (RSC) covering Texas, Louisiana and Mississippi, reporting to Jeff Schreiber, Director of Sales for TRA. Detwiler is responsible for partnering with financial... Continue
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  Q & A – Plan Sponsors Ask

  February 5, 2019 - Q: We like to keep an eye on trends that could impact retirement for our employees. Is anything new on the horizon these days? A: Yes, there are some trends to watch, although some have been on our (and probably your) radar for the last few years. The American Retirement Association (ARA) identified seven of them in a September 2018 presentation for ASPPA. Take particular note of... Continue