Own the Fourth Quarter: Maximize Your Selling Season

The majority of successful advisors we know typically have a year long marketing plan. What we see consistently is that many of them have a strong fourth quarter push to hit their personal goal.

We wanted to call your attention to our 4th quarter pricing promotion when placing retirement plans with TRA.

Now through December 31, 2021, we’re waiving our Set Up and Conversion fees for all plan sales. On average, this results in a reduction of 40% of our standard year one administrative fees.

Take a look at our Sales Territory Map to discover which Regional Sales Consultant (RSC) and corresponding Internal Sales Consultant (ISC) that you fall under.

To start discussing the ways we can help maximize your selling season and take advantage of the 2021 sales promotion, fill out the form below.

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Complimentary E-Books For Advisor Success

    • 3(16) Fiduciary Services & Plan Administrator

      The fiduciary is the entity or person responsible for overseeing the plan’s administration and selecting investment options. Every retirement plan must have at least one named fiduciary. For most, the business owner or sponsor serves that role and is always considered a fiduciary, regardless of other named fiduciaries in the plan document or anyone hired to assist him or her with his or her duties.

      Benefits of Hiring TRA as a Delegated 3(16) Plan Administrator
      You may choose our organization to serve as a delegated 3(16) plan administrator providing 3(16) fiduciary services — also known as Plan Administration Relief Services (PARS). We relieve the business owner or sponsor of many of the day-to-day administrative burdens associated with sponsoring a plan.

      Benefits include:

      • Time savings
      • Reduced liability
      • Increased human resources capacity
      • Reduced audit risk

      Download a comprehensive advisor guide
      for TRA’s 3(16) Fiduciary Services.

       

       

       

    • Cash Balance Plans

      Many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Cash balance plans can help provide above-the-line deductions that directly reduce ordinary income dollar for dollar.

      What is a Cash Balance Plan?

      A cash balance plan is an IRS-qualified retirement plan known as a “hybrid” plan. Each employee, or participant, receives a contribution to an account and it grows in two ways: by an employer contribution and by an interest credit, which is guaranteed rather than dependent on the plan’s investment performance.

      Learn more about Cash Balance Plans.

      Download our Cash Balance Plans Ideal Candidates piece now.

      View the contribution limits for Cash Balance Plans.

       

      Download An Advisor’s Guide to
      Cash Balance Plans E-book.

       

       

       

    • Group 401(k) Plans

      Group 401(k) Plans share a common bond: they enable businesses to join together to provide retirement plans to their employees with fewer administrative burdens and lessened fiduciary risks — and at lower costs — than offering their own single-employer plans.

      Interest is growing in Group 401(k) Plans. From a regulatory standpoint, the ongoing emphasis is on increasing opportunities for more people to save for retirement. And, at the same time, employers want to provide the benefits that will help them attract and retain talented team members, without losing focus on their bottom line.

      As an experienced Third-Party Administrator (TPA) for Group 401(k) Plans, TRA can assist you whether you are considering adding these plans to your business or if you wish to further enhance your ability to offer Group 401(k) Plans to your clients.

      Download The Advisor’s Guide to Group 401(k) Plans:
      MEPs, PEPs & Aggregation Programs

       

       

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Consider TRA's 3(16) Plan Administration Relief Services (PARS)

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