• CASE OF THE WEEK – Secondment Employment Agreements
    October 13, 2023 - Discover the Complexity of Secondment Employment Agreements: Unraveling Tax and Legal Implications. Ensure Proper Review with Expert Counsel. Explore Compensation, Benefits, and Retirement Provisions. Continue
  • CASE OF THE WEEK – Delaying a Plan Audit
    October 6, 2023 - If your qualified retirement plan has a plan year of less than seven months, you can take advantage of a special provision that determines when you need to include an IQPA report with your Form 5500 filing. Make sure to carefully review the complete Form 5500 filing instructions for the relevant year and consult with a tax professional for personalized advice. Continue
  • PRESS RELEASE – TRA Reunites with Stephen Switzer as the Newest Regional Plan Consultant
    October 2, 2023 - The Retirement Advantage, Inc. (TRA), a leading provider of retirement plan solutions, is pleased to announce the appointment of Stephen Switzer to its Regional Plan Consulting (RPC) team. Switzer will assume the role of RPC, serving clients in Alabama, Florida, Georgia, Louisiana, Mississippi, the Carolinas, and Tennessee. He will report directly to Darin Erdmann, TRA's Director of Sales & Distribution. Continue

Consider TRA's 3(16) Fiduciary Services & Plan Administration

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