• Plan Sponsors Ask….
    May 28, 2019 - Q: We offer a wide variety of funds in our 401(k) plan. Employees sometimes get so stressed trying to understand the funds that they give up and “just pick one.” We are working on simplifying the offerings and helping them understand those we have available. Any suggestions? A: You are wise to put thought into the plan’s investment offerings. The first suggestion is to work... Continue
  • House Passes Secure Act Retirement Bill
    May 24, 2019 - by By Melanie Waddell – Think Advisor A provision affecting 529 plan accounts was stripped from the bill before the vote. The full House passed Thursday morning the Setting Every Community Up for Retirement Enhancement (Secure) Act of 2019, which would make it easier for small businesses to offer retirement plans and raises the required minimum distribution age to 72 from 70 1/2. The bill,... Continue
  • Cybersecurity is important to you…it’s important to us too!
    May 21, 2019 - Cybersecurity is one of the most urgent issues of the day. Getting hacked isn’t just a direct threat to the confidential data companies need. It can also ruin their relationships with customers, and even place them in significant legal jeopardy. Learn what TRA is doing to align with the DOL Guidelines. Continue
  • The Retirement Advantage, Inc. Acquires Gillespie & Company of Virginia
    May 14, 2019 - TRA Announces Purchase of Gillespie & Company of Virginia APPLETON, WI (May 14, 2019) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company announced today the acquisition of Gillespie & Company of Virginia, a third-party administration firm, headquartered in Danville, VA. With the completion of the acquisition on May 1, 2019, TRA now provides service to more than 8,500 clients... Continue
  • Traditional Accounts Continue Sharing the Stage with Roth Accounts
    May 7, 2019 - Tax diversity among the benefits As employers continue looking for ways to help employees retire securely, the Roth account has become a regular plan feature. In the five years starting in 2014, in fact, inclusion of a Roth account feature had increased 18.1%, so that by 2018, 72.7% of 401(k) and 403(b) plans included one. In the largest plans, those with more than $200 million... 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.