• Notice 2020-51: The How-To Guide on Waiving and Rolling Over 2020 RMDs
    July 17, 2020 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center The IRS released Notice 2020-51 on June 23, 2020, in an effort to answer outstanding questions surrounding the waiver of required minimum distribution (RMDs) from retirement plans for 2020 brought about by the Coronavirus Aid, Relief, and Economic Security (CARES) Coronavirus Aid, Relief, and Economic Security (CARES) Act. The notice provides more details on several issues,... Continue
  • PRESS RELEASE – The Retirement Advantage, Inc. (TRA) and Retirement Learning Center (RLC) Announce Strategic Partnership
    July 13, 2020 - TRA to leverage RLC proprietary suite of advisor support resources  APPLETON, WI (July 13, 2020) – The Retirement Advantage, Inc. (TRA) an independently owned, industry-leading national retirement services company and Retirement Learning Center (RLC), thought leaders in the financial services arena with specific expertise in advisor training techniques, are pleased to announce they have entered into a strategic partnership. The alliance aims to enhance financial... Continue
  • IRS Issues Guidance on Mid-Year Amendments to Certain Safe Harbor Plans
    July 2, 2020 - BY JOHN IEKEL – THE AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES PRACTICE MANAGEMENT As plans contemplate changes to safe harbor plans in the midst of the COVID-19 pandemic, the IRS has provided some guidance and relief for certain plans. The IRS on June 29 issued guidance that clarifies the requirements that apply to a mid-year amendment to a safe harbor 401(k) or 401(m) plan... Continue
  • DOL Unveils New Fiduciary Rule Proposal
    July 1, 2020 - The Labor Department has finally unveiled its much anticipated fiduciary rule, though it’s a mixed bag and has a certain “back to the future” feel, along with some new implications for recordkeepers, Pooled Employer Plans and rollover advice 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.