• CASE OF THE WEEK – Managed Account or Advisor Managed Account—What is the Difference?
    October 28, 2022 - Yes, there are differences between a basic managed account and the more holistic advisor managed account in a 401(k) plan. Continue
  • PRESS RELEASE – TRA Hires Allison Futch as Regional Sales Consultant
    October 18, 2022 - TRA is pleased to announce the hiring of Allison Futch as their latest Regional Sales Consultant, providing retirement plan consulting services to the Texas, Louisiana, and Mississippi territory. Continue
  • CASE OF THE WEEK – Beneficiary Disclaimer – Is is All or Nothing?
    October 14, 2022 - A qualified disclaimer is an irrevocable refusal by a beneficiary, including a beneficiary of retirement assets, to accept an interest in property pursuant to IRC Sec. 2518(b). A beneficiary can refuse to accept her entire interest in property or a partial share under certain circumstances. The nuances of beneficiary disclaimers are many. Therefore, anyone interested in executing a qualified disclaimer is cautioned to seek the guidance of an experience tax and or legal advisor for his or her specific situation. Continue
  • CASE OF THE WEEK – Filing Form 5500 Without an Audit Report
    October 7, 2022 - The Department of Labor’s (DOL’s) EFAST2 electronic system will accept a Form 5500 filing without the independent qualified public accountant (IQPA) audit report attached, however the DOL will treat the submission as an “incomplete filing and [it] may be subject to further review, correspondence, rejection, and assessment of civil penalties Continue

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