TRA MAKES NEWS HAPPEN

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  PRESS RELEASE – TRA Completes Acquisition of The Law Offices of R. David Danziger, P.C.

  December 22, 2021 - The Retirement Advantage, Inc. (TRA), an independently-owned, top-tier national retirement services company, has announced the acquisition of The Law Offices of R. David Danziger, P.C. (RDD), of Southampton, PA. Continue
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  CASE OF THE WEEK – Rollovers and Documentation

  December 17, 2021 - PTE 2020-02 requires investment advice fiduciaries who give rollover advice to document and disclose the specific reasons why the rollover advice given is in the best interest of the participant. Continue
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  PLAN SPONSORS ASK…

  December 14, 2021 - Get a better business-level understanding of these issues, and how to provide effective leadership to their IT staff, to ensure that organizations are on a sustainable path towards better cybersecurity Continue
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  CASE OF THE WEEK – Governmental 457(b) Plans and Corrections

  December 10, 2021 - The IRS has included correction principles in its EPCRS for 457(b) plan sponsors.  Governmental 457(b) plan sponsors have the added ability to self-correct many errors. Continue
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  Show Me the Money!

  December 7, 2021 - Retirement continues to change and take on new meaning. The BlackRock DC Pulse Survey provides insights into the minds of plan participants, retirees and workplace plan sponsors to measure that evolution Continue
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  CASE OF THE WEEK – 401(k) Plans, Distributions and Spousal Consent

  December 2, 2021 - Some 401(k) plans are subject to REA and, therefore, require distributions to be in the form of an annuity unless the plan administrator obtains proper participant and spousal waivers. Some plans are REA safe-harbor and do not require the plan administrator to obtain spousal consent for a distribution. The terms of the plan document will specify what type of plan it is. Continue