• CASE OF THE WEEK – There’s More to Love about Qualified Charitable Distributions in 2023
    November 27, 2023 - Qualified Charitable Distributions (QCDs) are a tax-advantaged way for individuals aged 70½ or older to donate money directly from their individual retirement accounts (IRAs) to qualified charities. The distribution is excluded from the taxpayer's taxable income, and it can count toward satisfying the required minimum distribution (RMD) for the year. Continue
  • CASE OF THE WEEK – Cash Balance Plan Amendment for Market Value Return
    November 10, 2023 - Streamline your cash balance plan amendment with a market-rate allocation option using a pre-approved document. Rely on the initial IRS approval letter from your document provider, saving you from the need for extra IRS filings. Continue

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

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.