TRA MAKES NEWS HAPPEN

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  Case of the Week – Creditor Protection of Retirement Assets

  June 24, 2021 - A recent call with an advisor in Minnesota is representative of a common question on creditor protection for retirement plan assets. The advisor asked: “Can you give me a refresher on the creditor protection rules for retirement plan assets at the federal and state levels?” Continue
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  PRESS RELEASE – TRA Completes Acquisition of Total Retirement Solutions, Inc.

  June 21, 2021 - TRA Completes Fourth Acquisition of 2021 APPLETON, WI (June 21, 2021) – The Retirement Advantage, Inc. (TRA), an independently-owned, top-tier national retirement services company, has announced the acquisition of Total Retirement Solutions, Inc. (TRS) of St. Louis, MO. “This acquisition will allow TRA to serve plan advisors and sponsors in the St. Louis metro area and the surrounding Midwest region. This continues our national expansion... Continue
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  Case of the Week – Cybersecurity and Retirement Plans—What’s the Latest?

  June 17, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Cybersecurity and Retirement Plans—What’s the Latest? 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... Continue
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  Case of the Week – Are Governmental Plans Exempt from ERISA?

  June 11, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Are Governmental Plans Exempt from ERISA? 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... Continue
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  PRESS RELEASE – TRA Hires Paul Phan as Regional Sales Consultant

  June 8, 2021 - The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company, is pleased to announce the hiring of Paul Phan as their latest Regional Sales Consultant, providing service to our Mid-Atlantic territory of DC, DE, MD, VA & WV. Continue
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  PLAN SPONSORS ASK…

  June 8, 2021 - Question: We weren’t able to keep everyone employed during the pandemic, even though the business has continued with a skeleton crew. Unfortunately, we don’t expect to be in a position to rehire everyone for some time. Some of our employees are telling us that they are less confident now that they will be able to retire on time. Is that what you’re hearing from other... Continue
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  Case of the Week – Five-Part Test and Reasonable Understanding

  June 3, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Five-Part Test and Reasonable Understanding 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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  Case of the Week – Plan Termination and Successor Plans

  June 1, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Plan Termination and Successor Plans 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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  Coming Soon: Refinement of Retirement Plan Priorities

  June 1, 2021 - As employers focused on workforce reductions and ways to get the work done remotely, setting priorities for the 401(k) plan may have been low on the to-do list. But as things begin to normalize, it might be time to push that goal setting back toward the top of the list. As plan sponsors figure out their plan priorities for 2021, says Mercer in a new... Continue