TRA MAKES NEWS HAPPEN

• ▾

  Cash Balance Funding Issues

  October 28, 2020 - Many business owners and highly paid entrepreneurs are still looking for ways to lower their tax burdens. In fact, tax-saving strategies may be more important than ever before. Cash Balance Plans continue to be the fastest-growing segment of the retirement plans market. Continue
• ▾

  IRS Announces 2021 Contribution Limits

  October 27, 2020 - 2021 Limitations Adjusted as Provided in Section 415(d), etc. Notice 2020-79 Section 415 of the Internal Revenue Code (the Code) provides for dollar limitations on benefits and contributions under qualified retirement plans. Section 415(d) requires that the Secretary of the Treasury annually adjust these limits for cost-of-living increases. Other limitations applicable to deferred compensation plans are also affected by these adjustments under § 415. Under... Continue
• ▾

  TRA Adds Sam Spearman as Regional Sales Consultant

  October 26, 2020 - Spearman succeeds the retiring Jay Scholz in Texas APPLETON, WI (October 26, 2020) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company, announced the hiring of Sam Spearman as their most recent Regional Sales Consultant, covering a territory that includes both Texas and Louisiana.  Spearman will report to Darin Erdmann, TRA’s National Sales Manager. Spearman will be responsible for partnering... Continue
• ▾

  Case of the Week – 10/19/20

  October 20, 2020 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center Conduit IRAs 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
• ▾

  PRESS RELEASE – TRA Adds Again with Acquisition of McCaw & Salesberry Retirement Solutions, LLC

  October 14, 2020 - The Retirement Advantage, Inc. Makes Third Acquisition in 2020 APPLETON, WI (October 14, 2020) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company, today announced the acquisition of Garden Ridge, TX based McCaw & Salesberry Retirement Solutions, LLC. “We are very excited about the McCaw & Salesberry team joining the TRA family,” said TRA President, Matt Schoneman. “Our combined resources... Continue
• ▾

  Case of the Week – 10/12/20

  October 13, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center State-sponsored retirement plans for private-sector workers 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... Continue
• ▾

  Case of the Week – 9/28/20

  October 5, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Steps to plan termination 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... Continue
• ▾

  Case of the Week – 9/22/20

  October 2, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Plan Overdraft Services 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... Continue