TRA MAKES NEWS HAPPEN

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  ASK THE EXPERTS – Mark Ruhland, Director of IT and Security

  September 28, 2021 - In an exclusive interview, Mark Ruhland, Director of IT and S at The Retirement Advantage, Inc. (TRA), discusses how his team works to constantly improve TRA’s client service capabilities while protecting against cyber threats. He also shares his top tips for anyone concerned about cybersecurity at home and at work. Continue
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  CASE OF THE WEEK – Cybersecurity and DOL Document Requests

  September 22, 2021 - A recent call with an advisor in Texas is representative of a common question on cybersecurity and retirement plans. The advisor asked: “I understand the Department of Labor (DOL) is already checking the cybersecurity procedures of plans that are currently under audit.  Do you have any insight into what the DOL’s auditors are requesting from plan sponsors with respect to cybersecurity?” Continue
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  ASK THE EXPERTS – Jeff Schreiber, Vice President of Distribution

  September 13, 2021 - In an exclusive interview, Jeff Schreiber, Vice President of Distribution at The Retirement Advantage, Inc. (TRA), shares his insights on TRA’s success in meeting the needs of partners in the retirement and wealth management industries. Continue
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  CASE OF THE WEEK – Failed Rollovers

  September 10, 2021 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center Failed Rollovers 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 Week... Continue
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  National 401(k) Day!

  September 9, 2021 - We all dream of a life of leisure during our golden, retirement years. National 401(k) Day, celebrated every year on the Friday after Labor Day, prompts us to check in on our nest egg. With only 70% of Americans financially prepared for retirement, understanding what you can do to make the dream of retirement a reality is important. It is estimated that 79% of Americans work for a company that offers a 401(k) plan; however, only 41% take advantage of the benefit. Don’t let another day go by without learning why you should save for retirement through your company’s 401(k) plan or what you can do to save for retirement if you don’t have access to a 401(k). Continue
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  CASE OF THE WEEK – LLC Plan Establishment Deadline

  September 3, 2021 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center LLC Plan Establishment Deadline 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... Continue