• The SECURE Act: Key Items for Plan Sponsors
    April 28, 2020 - The Setting Every Community Up for Retirement Enhancement Act of 2019, also known as the SECURE Act, contains what some call the most sweeping changes to the U.S. retirement system since the 2006 Pension Protection Act. With its broad impact across qualified retirement plans, it is important for plan sponsors to become familiar with the Act’s changes, and to take appropriate action. The Act’s administrative... Continue
  • Coronavirus and Your Plan: What You Need to Know Now
    April 23, 2020 - As we collectively struggle through the challenges presented by the Coronavirus pandemic, one thing is certain: employers are faced with some tough choices that will impact the company and its employees well into the future. Here are a few brief comments and considerations on the decisions you may have to make for your 401(k) plan. First, remember that your 401(k) plan’s fiduciaries still have legal... Continue
  • CARES Act – Cheat Sheet
    April 15, 2020 - We know you’ve received a lot of information on this already but we wanted to be sure you were aware of our CARES Act resources that serve as a quick reference guide for key topics like: COVID-19 Plan Related FAQs COVID-19 Business Resources CARES Act On a separate note, we’re starting to receive numerous inquiries from financial advisors and plan sponsors who are considering switching... Continue
  • WEBINAR – CARES Act – April 22 – 1PM EST
    April 13, 2020 - Building Resiliency for Retirement Plans The $2 trillion CARES Act has landed on the US economy. No doubt your retirement plan clients have asked for help deciphering the Act’s provisions – and perhaps you have questions, too. Plus there’s additional guidance forthcoming that will further define the Act’s implications for retirement plans. To help you sort through it all, The Retirement Advantage, Inc. (TRA) is... Continue
  • TRA’s COVID-19 Resource Page
    April 1, 2020 - The Families First Coronavirus Response (FFCRA) and the Coronavirus Aid, Relief and Economic Security (CARES) Acts were recently signed into law by the President. These Acts are designed to provide support to qualified employers and employees who are impacted as a result of COVID-19. We’ve created a COVID-19 Resource Page offering you easy access to the most relevant relief measures available to managing your retirement... 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.