• The Retirement Advantage, Inc. (TRA) Announces Their 4th Acquisition For 2020
    December 14, 2020 - TRA Reaches Deal with Employee Benefit Consultants of Florida, Inc. APPLETON, WI (December 14, 2020) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company, today announced the acquisition of Employee Benefit Consultants of Florida, Inc. (EBC), based in Stuart, FL. “Our fourth acquisition in 2020, EBC presents a terrific opportunity for both growth and innovation,” said Matt Schoneman, President of... Continue
  • Case of the Week – Qualified Charitable Distributions in 2020
    December 7, 2020 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Qualified Charitable Distributions in 2020 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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