• 401(k) loan benefits are stressing employees out
    November 26, 2019 - Borrowing against a retirement plan can be a double-edged sword. Continue
  • Auto-Features Accomplished; What’s Up Next?
    November 19, 2019 - Retirement income can help sustain personal finance while you live out your retirement years. Continue
  • Clever Tactics To Help Employees Achieve Retirement Success
    November 12, 2019 - Behavioral finance, examines how emotional, social and cognitive factors influence our decision making. It tells us that retirement plan design and communication are too often based on assumptions about people that are wrong. Continue
  • IRS Contribution, Benefit Limits for 2020 in Detail
    November 6, 2019 - The IRS has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020. The 2020 limits are contained in Notice 2019-59, released Nov. 6. The limits for 2020 are as follows: The limitation under Code Section 402(g)(1) on the exclusion for elective deferrals described in Code Section 402(g)(3) is $19,500. The IRS set the 2019 level at $19,000; the... Continue
  • Q & A – Plan Sponsors Ask
    November 5, 2019 - Unhappiness over high fees, inappropriate investment options and other issues have led to a spike in lawsuits in recent years. 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.