TRA MAKES NEWS HAPPEN

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  Case of the Week – 401(k) Plans for Owner-Only Businesses

  April 27, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center 401(k) Plans for Owner-Only Businesses 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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  PRESS RELEASE – TRA Completes Acquisition of Rosenfeld/Tortu Retirement Planning Co., Inc.

  April 20, 2021 - TRA Completes Second Acquisition of 2021 APPLETON, WI (April 19, 2021) – The Retirement Advantage, Inc. (TRA), an independently-owned, top-tier national retirement services company, today announced the acquisition of Rosenfeld/Tortu Retirement Planning Co., Inc. of Elmsford, NY. Matt Schoneman, President and Owner of TRA, commented, “We are excited to welcome Rosenfeld/Tortu Retirement Planning customers, employees, and partners to TRA.  We look forward to offering Rosenfeld/Tortu... Continue
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  Case of the Week – Retirement Plan Benefits and Prenuptial Agreements Do Not Mix

  April 20, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Retirement Plan Benefits and Prenuptial Agreements Do Not Mix 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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  DOL Unveils Cybersecurity Guidance

  April 14, 2021 - BY JOHN IEKEL PRACTICE MANAGEMENT The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) issued guidance April 14 on maintaining cybersecurity, including tips on protecting retirement benefits. The guidance has a wide target audience—the DOL intends it for plan sponsors, plan fiduciaries, record keepers, plan participants and beneficiaries. EBSA notes that it estimates that by 2018, there were 34 million participants in private-sector pension plans and... Continue
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  Case of the Week – The Line Between Education and Fiduciary Advice

  April 6, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center The Line Between Education and Fiduciary Advice 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