TRA MAKES NEWS HAPPEN

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  CASE OF THE WEEK – Small Estate Affidavits and Retirement Plan Assets

  October 29, 2021 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center Small Estate Affidavits and Retirement Plan Assets 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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  CASE OF THE WEEK – Hierarchy of Deductions

  October 21, 2021 - A recent call with a financial advisor from California is representative of a common inquiry related to withholding on payroll. Continue
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  PLAN SPONSORS ASK…

  October 19, 2021 - Question: Our plan committee has worked hard this year to maintain a consistent system of checks and balances with regard to plan compliance. Are there any items in particular we should prioritize in terms of staying compliant with our retirement plan? Answer: There are definitely some potential compliance violations that are more common among retirement plans. The Government Accountability Office recently published a 56-page report,... Continue
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  CASE OF THE WEEK – Is Congress Closing the Backdoor to a Roth IRA?

  October 14, 2021 - A recent call with a financial advisor from California is representative of a common inquiry related to Roth conversions. The advisor asked: “Is Congress Closing the Backdoor to a Roth IRA?” Continue
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  ASK THE EXPERTS – Brady Onsager QKA, QPA | Plan Implementation Manager

  October 12, 2021 - In an exclusive interview, Brady Onsager, Plan Implementation Manager at The Retirement Advantage, Inc. (TRA), shares the reasons for his team’s consistent success in a fast-paced and challenging environment. Continue
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  Want to Improve Retirement Outcomes? Make Sure Employees Understand Social Security Basics

  October 5, 2021 - Your decision about when to file for Social Security benefits will affect your income in retirement. Take a look at the results from our recent Social Security Consumer Survey. You'll learn the latest insights and see why it's important to work with a financial professional. Continue