TRA MAKES NEWS HAPPEN

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  CASE OF THE WEEK – Fully Discretionary Match Meets Definitely Determinable Benefit Rule

  July 30, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Fully Discretionary Match Meets Definitely Determinable Benefit Rule 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. ... Continue
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  Retirement Assets Grow, But Are Some Being Left Behind?

  July 27, 2021 - More than a year after the start of the pandemic, you may be pleased with the overall growth of the assets in your company’s retirement plan. After all, more assets generally mean better prospects for retirement security for your valued employees. But according to a recent triennial survey of wealth held by Americans, some may not be enjoying growth to the same degree as the... Continue
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  CASE OF THE WEEK – Foreign Corporation and Controlled Groups

  July 21, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Foreign Corporation and Controlled Groups 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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  PLAN SPONSORS ASK…

  July 20, 2021 - Question: One item that has moved to the top of our wish list is providing some kind of emergency savings program for our employees. Is there a way to add one into our 401(k) plan, or will it have to be a separate program? Answer: The pandemic certainly pointed out a need for people to accumulate emergency savings, and many employers and service providers are... Continue
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  CASE OF THE WEEK – Plan Committee Members as Fiduciaries

  July 15, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Plan Committee Members as Fiduciaries 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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  Great Challenges Teach Important Lessons

  July 13, 2021 - Great Challenges Teach Important Lessons Here Are Some Emerging From 2020 On the surface, retirement readiness did not suffer significantly in 2020, according to a close examination of the 1.1 million participants in 1,076 plans reviewed for a recent white paper. Of course, the market experienced significant dips in the first quarter of 2020, but results were broadly positive the rest of the year. Overall,... Continue
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  Case of the Week – Voluntary Fiduciary Protection Program and PTE 2002-51

  July 8, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Voluntary Fiduciary Protection Program and PTE 2002-51 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
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  PLAN SPONSORS ASK…

  July 6, 2021 - Question: We always meant to automate our plan audit files, but somehow we didn’t get around to it. When the hit, we had to send the information via email, and it looks like we will have to do so again. What do we need to know to protect the information we send? Answer: First, you are not alone. Before COVID-19, lots of companies were maintaining... Continue
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  Case of the Week – Plan Termination and Successor Plans

  July 2, 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