TRA MAKES NEWS HAPPEN

• ▾

  Case of the Week – 8/26/20

  August 26, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center SSA’s “Heads Up” on Private Pension Benefits ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare.  We... Continue
• ▾

  Fiduciary Issues and Coronavirus: What You Should Know

  August 25, 2020 - They may have moved to the figurative back seat for a while, but retirement plan fiduciary issues  did not stop during the Coronavirus pandemic. As you sift through what has happened in the last few months, you’ll want to pay close attention to fiduciary responsibilities with your 401(k) plan. Fallout from previous recessions demonstrated, for example, the folly of requiring (perhaps even overencouraging) participants to... Continue
• ▾

  Plan Sponsors Ask…

  August 18, 2020 - Q: Our small company has, of course, suffered due to the Coronavirus. A few employees who had to take pay cuts are considering applying early for their Social Security benefits, rather than continuing to work at reduced pay. Where can we point them for information about this decision? A: SSA.gov has the most up-to-date, accurate and complete information available on the subject of Social Security.... Continue
• ▾

  Plan Sponsors Ask…

  August 12, 2020 - Q: Participants seem to need help figuring out the best approach to take with their 401(k) plan investments. How can we help them? A: Many employers share your concerns, because financial decisions today will undoubtedly have considerable impact on future retirements. Your desire to help is commendable. But it’s important that you know the difference between providing financial education and financial advice, and that your... Continue
• ▾

  Case of the Week – 8/11/20

  August 12, 2020 - By Retirement Learning Center Form 5500 and the Automatic Filing Extension ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare.  We bring Case of the Week... Continue
• ▾

  Communicating Through Volatility

  August 11, 2020 - Here are reminders to share with participants that could help them alleviate their fears. Doing so may be a critical factor in their long-term financial well-being. Continue