• TRA Offers Complimentary Business Assessment to TPA Owners through Year-End 2019
    August 28, 2019 - Acquisition Experts Answer: “Is It Time to Sell?” APPLETON, WI (August 28, 2019) – Many owners of small to medium-sized third-party administration (TPA) firms have left the business in recent years, and the trend shows no sign of abating. That is why The Retirement Advantage, Inc. (TRA) is offering a complimentary business assessment to TPA owners through year-end 2019. “This business assessment is an important... Continue
  • American Retirement Expectations Vary by Ethnicity and Culture
    August 20, 2019 - It seems that expectations about retirement are not the same for Americans of every background. In fact, they can vary widely depending upon ethnicity and culture. When asked whether or not they had calculated how much they would need to retire, about half of the respondents to a recent survey said yes. But breaking the responses down by culture and ethnicity, differences emerged. On the... Continue
  • Plan Sponsors Ask…
    August 13, 2019 - Q: Our 401(k) plan is relatively small. Do we need to be concerned about fiduciary issues and lawsuits? It seems like there are bigger fish to fry! A: If your plan does not hold much money in assets, you are correct that ERISA enforcement agencies have bigger fish to fry. However, that does not mean you won’t find yourself in the frying pan. All it... Continue
  • Where They Stand, Where They Are Headed: Can You Help Employees Save (or Save More)?
    August 6, 2019 - How realistic are employees about the true state of their retirement savings? While many among the three primary generations that make up today’s workforce are feeling pretty good about the future, all three may be seeing things a little optimistically. Even if their vision is a little rosy, there are things employers can do that may make a difference in retirement savings for Millennials, Generation... 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.