2023 Savings Dash

• Finish Strong

  Like other successful Financial Advisors, the year’s home stretch is probably the most important in terms of achieving your annual sales goals. Take your plans full throttle – the winner’s circle is right around the corner!

  We wanted to call your attention to our Savings Dash when placing retirement plans with TRA.

  Now through December 31, 2023, we’re waiving our Set Up and Conversion fees for ALL plan sales. On average, this results in a reduction of 40% of our standard year one administrative fees.

  Click here to discover which Regional Plan Consultant (RPC) and corresponding Internal Plan Consultant (IPC) are available to serve you.

  • ▾

    Request For Proposal

    • Name*
    • State*
      STATE*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
    • Postal Code*
    • Phone*
    • Email*
    • Employer Name
    • Preferred Plan Provider
      PREFERRED PROVIDERAmerican FundsAmeritasAspireAXAEmpowerGuardianJohn HancockLincoln FinancialMass MutualMutual of OmahaNationwideOhio National Financial ServicesOneAmericaPrincipal Financial GroupTransAmericaVoyaOther
    • New or Conversion
      NEW OR CONVERSIONNewConversion
    • Plan Type*
      PLAN TYPE*401(k)403(b)457(b)Cash BalanceCross-TestedDefined BenefitMoney PurchasesGroup 401(k): MEP, PEP, MEAPProfit SharingSafe Harbor 401(k)Solo(k)
    • 3(16) PARS
      3(16) PARSYesNo
    • Broker-Dealer
    • Number of Eligible Employees
    • Current Assets
    • How did you hear of TRA?
      HOW DID YOU HEAR OF TRA?Advisor ReferralColleague ReferralEmailSocial MediaTradeshowWeb SearchWebsite Banner AdWord of MouthOther
    • Comments
    • Email
      This field is for validation purposes and should be left unchanged.

    20457

    Δ

Complimentary E-Books For Advisor Success

• • ▾

    3(16) Fiduciary Services & Plan Administrator

    The fiduciary is the entity or person responsible for overseeing the plan’s administration and selecting investment options. Every retirement plan must have at least one named fiduciary. For most, the business owner or sponsor serves that role and is always considered a fiduciary, regardless of other named fiduciaries in the plan document or anyone hired to assist him or her with his or her duties.

    Benefits of Hiring TRA as a Delegated 3(16) Plan Administrator
    You may choose our organization to serve as a delegated 3(16) plan administrator providing 3(16) fiduciary services — also known as Plan Administration Relief Services (PARS). We relieve the business owner or sponsor of many of the day-to-day administrative burdens associated with sponsoring a plan.

    Benefits include:

    • Time savings
    • Reduced liability
    • Increased human resources capacity
    • Reduced audit risk

    Download a comprehensive advisor guide for TRA’s 3(16) Fiduciary Services.

     

     

  • ▾

    Cash Balance Plans

    Many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Cash balance plans can help provide above-the-line deductions that directly reduce ordinary income dollar for dollar.

    What is a Cash Balance Plan?

    A cash balance plan is an IRS-qualified retirement plan known as a “hybrid” plan. Each employee, or participant, receives a contribution to an account and it grows in two ways: by an employer contribution and by an interest credit, which is guaranteed rather than dependent on the plan’s investment performance.

    Learn more about Cash Balance Plans.

    Download our Cash Balance Plans Ideal Candidates piece now.

    View the maximum contribution limits for Cash Balance Plans.

    Download An Advisor’s Guide to Cash Balance Plans E-book.

     

     

  • ▾

    Group 401(k) Plans - MEP's, PEP's, & MEAP's

    Group 401(k) Plans share a common bond: they enable businesses to join together to provide retirement plans to their employees with fewer administrative burdens and lessened fiduciary risks — and at lower costs — than offering their own single-employer plans.

    Interest is growing in Group 401(k) Plans. From a regulatory standpoint, the ongoing emphasis is on increasing opportunities for more people to save for retirement. And, at the same time, employers want to provide the benefits that will help them attract and retain talented team members, without losing focus on their bottom line.

    As an experienced Third-Party Administrator (TPA) for Group 401(k) Plans, TRA can assist you whether you are considering adding these plans to your business or if you wish to further enhance your ability to offer Group 401(k) Plans to your clients.

    Download The Advisor’s Guide to Group 401(k) Plans: MEPs, PEPs & Aggregation Programs