TRA MAKES NEWS HAPPEN

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  Transitioning to Retirement: How the Plan May Help

  January 28, 2020 - For decades now the typical career has consisted of approximately 40 years spent working, an “on time” retirement at age 65, and perhaps a decade spent enjoying the so-called golden years. But with better health leading to longer life spans, retirement now may last much longer — and require much more money. Today, employers and employees alike recognize that four decades of saving for a... Continue
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  SECURE Act Webinar – Bringing the SECURE Act into Focus for 2020 – Summary

  January 24, 2020 - On January 23, 2020, John Markley and Lisa Showalter helped to bring the SECURE Act into focus by stepping through highlights of the Act. Continue
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  The Retirement Advantage, Inc. Continues Expansion of National Footprint with Acquisition of Fred S. Shapiro & Associates, Inc.

  January 22, 2020 - APPLETON, WI (January 22, 2020) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company, today announced the acquisition of Owings Mills, MD based Fred S. Shapiro & Associates, Inc. (FSA). “TRA is off to a great start in 2020 with the acquisition of FSA,” said Matt Schoneman, President of TRA. “FSA is an exceptional firm, led and staffed by exceptional... Continue
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  Q & A – PLAN SPONSORS ASK

  January 21, 2020 - Q: An employee has requested a hardship withdrawal from the 401(k) plan. We are relying on his statements to the plan administrator that he is in true financial need, but another person in the office says he actually does have money in the bank. Do we take the word of the person requesting the withdrawal, or demand documentation? A: The pertinent point is whether or... Continue
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  SECURE (Setting Every Community Up for Retirement Enhancement) Act Becomes Law

  January 14, 2020 - The "Setting Every Community Up for Retirement Enhancement" Act, known as the SECURE Act, is the most significant retirement legislation since PPA 2006. SECURE is designed to help more people save for retirement, but what exactly are the changes? Continue
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  SECURE ACT WEBINAR – JANUARY 23, 2020 – 1 PM EST

  January 10, 2020 - Bringing the SECURE Act into Focus for 2020 The “Setting Every Community Up for Retirement Enhancement” Act, known as the SECURE Act, is the most significant retirement legislation since PPA 2006. SECURE is designed to help more people save for retirement, but what exactly are the changes? Register today for a SECURE Act presentation prepared specifically for Financial Advisors! John Markley, TRA’s Industry Relations Director... Continue