TRA MAKES NEWS HAPPEN

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  Case of the Week – Plan Establishment Deadlines

  February 23, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Plan Establishment Deadlines 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
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  PRESS RELEASE – TRA Celebrates 25th Anniversary

  February 15, 2021 - Retirement Plan Administrator Marks a Quarter Century in Business APPLETON, WI (February 15, 2021) – The Retirement Advantage, Inc. (TRA), an industry-leading third party administrator (TPA) specializing in the consulting and administration of retirement plans nationwide, is celebrating 25 years in the qualified plan business. Since 1996, TRA has partnered with plan advisors, sponsors and service providers throughout the U.S. to deliver exceptional retirement solutions... Continue
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  Why a GA TPA Sold

  February 12, 2021 -  As seen in 401kWire.com – Thursday, February 11, 2021 The whole team at an Atlanta area TPA is staying on after the firm was acquired last month, and that was a key factor in the decision, according to the firm’s chief. Allison Hawkins — owner of Sugar Hill, Georgia-based R. Bruce Tanner & Associates (RBT) before selling to The Retirement Advantage (TRA) at the beginning... Continue
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  PRESS RELEASE – TRA Starts 2021 with Acquisition of R. Bruce Tanner & Associates, Inc.

  February 8, 2021 - TRA Completes Initial Acquisition of the New Year APPLETON, WI (February 8, 2020) – The Retirement Advantage, Inc. (TRA), an independently owned, top-tier national retirement services company, today announced the acquisition of R. Bruce Tanner & Associates (RBT) of Sugar Hill, GA. “RBT has been a successful firm for decades. Both of our companies have substantial expertise in delivering industry-leading solutions to our clients, built... Continue
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  Case of the Week – Covid-Related Paid Sick Leave and Salary Deferrals

  February 1, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Covid-Related Paid Sick Leave and Salary Deferrals 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... Continue