• Plan Sponsors Ask…
    September 22, 2020 - Q: We were considering doing a re-enrollment in our 401(k) plan before the pandemic hit. Should we go ahead this fall as planned, or wait until next year? A: Sadly, our crystal ball isn’t working so we don’t know for sure what challenges may lie ahead. But the fundamental reason to do an investment re-enrollment has not really changed: some participants may be keeping their... Continue
  • 401(k) Plans Remain Important for Employees’ Futures
    September 15, 2020 - There is a lot of conversation lately reminding employees and participants of the fundamental reasons to contribute to their own retirement through their 401(k) plan, as well as why they should stay invested even during tough economic times. Times are tough for employers, too. With that in mind, here is our reminder for you about the importance of providing a 401(k) plan. Although the ride... Continue
  • Case of the Week – 9/8/20
    September 8, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Plan Permanency 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

Consider TRA's 3(16) Fiduciary Services & Plan Administration

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.