TRA MAKES NEWS HAPPEN

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  ASK THE EXPERTS – Acquisitions Fuel TRA’s Nationwide Growth

  August 24, 2021 - As a third-party administrator (TPA), The Retirement Advantage, Inc. (TRA) continues its growth trajectory throughout the United States, in large part because of successful acquisitions. In an exclusive interview, TRA President and Owner Matt Schoneman shares the firm’s acquisition strategy and how firms interested in being acquired can reach out to TRA. How many acquisitions has TRA completed historically — and thus far in 2021?... Continue
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  CASE OF THE WEEK – UPDATE:  Who is an Independent Contractor?

  August 19, 2021 - Who is considered an ‘independent contractor,’ and should he or she be included in the retirement plan of the employer who contracts for his or her services? Continue
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  ASK THE EXPERTS – TRA @ 25:  Strategies for Success

  August 17, 2021 - The Retirement Advantage, Inc. (TRA) celebrates its twenty-fifth anniversary in 2021. In an exclusive interview, TRA President Matt Schoneman shared how TRA has grown from a Midwest company to the nationwide retirement industry leader it is today — and how the company plans to keep on growing strong. When did you join The Retirement Advantage, Inc. (TRA) … and why? I’ve been with TRA almost... Continue
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  ASK THE EXPERTS – How TRA Met the COVID Challenge

  August 11, 2021 -  Interview Conducted by Roberta Hess of Princeton Marketing When the worst of the COVID-19 pandemic hit the U.S. in March 2020, The Retirement Advantage, Inc. (TRA) didn’t miss a beat. In an exclusive interview, TRA President and Owner Matt Schoneman shared his perspective on TRA’s response. As the COVID crisis unfolded, TRA quickly — and successfully — moved to a fully remote work environment. How... Continue
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  Playing Hide and Seek with Participants?

  August 10, 2021 - The DOL’s released guidance in January 2021 to help plan sponsors keep track of participants. Finding former employees who still have plan balances but no longer work for the company can be challenging, and losing track of them may be a fiduciary issue because of the “exclusive benefit” rule in ERISA. This rule requires that plans diligently seek to distribute assets, even to missing or... Continue
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  CASE OF THE WEEK – Pooled Plan Providers to Date by State

  August 5, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Pooled Plan Providers to Date by State 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…

  August 3, 2021 - Question: Last fall, we heard that we should consider only financial factors in selecting investments for the 401(k) plan’s investment menu, which could make it difficult to include environmental, social and governance (ESG) choices. As the new administration took over in the White House, has anything changed? Answer: It has. On November 13, 2020, the U.S. Department of Labor (DOL) released its final regulations (following... Continue