TRA MAKES NEWS HAPPEN

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  Case of the Week – Retirement Plans for Statutory Employees

  November 24, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Retirement Plans for Statutory Employees 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... Continue
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  SECURE Act Changes Loom

  November 17, 2020 - Check these items off your to-do list Remember 2019? It was in December of that year (which seems very long ago now) that the SECURE Act was signed into law. Today, as COVID-19 continues raging around the world, the SECURE Act may have slipped off your radar in favor of other pressing issues. But make no mistake, it is still out there — and it... Continue
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  Case of the week – Still Time for a 2020 Nonelective Safe Harbor Plan?

  November 16, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Still Time for a 2020 Nonelective Safe Harbor Plan? 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... Continue
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  It’s Benefit Fair Season!

  November 10, 2020 - Let the festivities begin, even in the era of social distancing It’s that time of year to start the benefit selection process for 2021. Perhaps you’ve traditionally included a 401(k) plan booth at your in-person benefits fair. By doing so, you had the opportunity to encourage people to join the plan, educate them about increasing their contributions, and let them know what resources are available... Continue
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  Case of the Week – 401(k) Plan and Embezzlement

  November 5, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center 401(k) Plan and Embezzlement 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
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  Women and Retirement: Expectations Met or Missed?

  November 4, 2020 - As of late March 2020, the number of Americans expressing confidence in their ability to live comfortably in retirement was at near-record highs. Of course, since that time pandemic-related market flux may have changed the numbers. Because many surveys covering retirement are conducted only once a year, with results released several months after the information is gathered, we won’t fully understand the impact on retirements... Continue