TRA MAKES NEWS HAPPEN

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  2018 Success…and Turbulence

  October 30, 2019 - Results improve with thoughtful use of auto features The assumption when plan sponsors began to include auto features in their 401(k) plans was that participation rates and deferral amounts would increase — but no one knew for sure. As time has passed, it appears the assumption was good: auto-enrollment and auto-increases have had very positive results overall. Plans that include auto-enrollment enjoy an average participation... Continue
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  DOL Proposes New Electronic Delivery Safe Harbor

  October 22, 2019 - BY ASPPA NET STAFF GOVERNMENT AFFAIRS In a move estimated to save plans and participants $2.4 billion over the next decade, the Department of Labor (DOL) has unveiled a new, optional, electronic delivery safe harbor for retirement plans.  The Honorable Preston Rutledge, Assistant Secretary of Labor for the Employee Benefits Security Administration, announced the new proposed safe harbor Oct. 22, at the 2019 ASPPA Annual Conference... Continue
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  Year-End Audit: Comply with Confidence

  October 14, 2019 - Want to have a less stressful and successful Employee Benefit Plan Year-End Audit? Here are six steps that can help. Be prepared and compliant ahead of time – it’s better than a last-minute shuffle. One tip: If you’ve had problems getting ready for audits in the past, be sure to upgrade the systems that record and organize plan information in advance of the audit. Trying... Continue
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  Plan Sponsors: How to File Form 5500

  October 11, 2019 - Form 5500 communicates important information about an employer's benefit plans to the IRS and the Department of Labor each year. It ensures compliance with federal regulations that were put in place in order to protect employees and their beneficiaries. Continue
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  WEBINAR – Capture the Opportunity in Cash Balance Plans in 2019

  October 3, 2019 - Do you know that Cash Balance Plans are the fastest-growing segment of the retirement plans market? They are. But even more important: Do you know why these plans are so popular and how they can benefit your business? Continue