TRA MAKES NEWS HAPPEN

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  Plan Sponsors Ask…

  November 5, 2024 - Vanguard’s "How America Saves 2024" reports 82% of employers offer a Roth 401(k), but only 17% of employees contribute. Boost participation with an education campaign on Roth versus traditional 401(k) options to promote awareness and informed choices. Continue
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  401k and Retirement Plan Limits for the Tax Year 2025

  November 4, 2024 - Maximize your retirement savings with the updated 2025 contribution limits and key changes from SECURE 2.0. Discover new limits for 401(k), IRA, HSA, FSA, SIMPLE IRA, and SEP IRA accounts. Learn how increased catch-up contributions, automatic enrollment, and student loan matching can enhance your savings strategy. Get expert guidance from TRA. Continue
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  CASE OF THE WEEK – Litigation Update

  November 1, 2024 - With the rise in litigation related to pension risk transfers, plan sponsors must carefully select annuity providers. Interpretive Bulletin 95-1 outlines essential factors for fiduciaries to consider. Thorough documentation of the selection process is crucial. Continue