Elevate Your Success with TRA’s 2025 Summer Incentive Program!

  • Now Through August 31st

    At TRA, we are dedicated to helping you achieve unparalleled success. Our 2025 Summer Sales Incentive is crafted to provide you with exclusive opportunities for us to collaborate more closely and drive plan sales together.

    We’re excited to offer a limited-time promotion designed to help you deliver greater value and reduce upfront costs for your clients.

    Special Summer Incentive:

    No-Cost Services (through December 31, 2025)

    Implementation & Conversion Fees Waived

    • Save your clients an additional $500–$1,500 per plan
    • Available for new standalone plans sold in June, July, and August
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      Why It Matters!

      This offer simplifies the initiation of new plans, adds immediate value for your clients, and provides a strong differentiator in your sales conversations. It’s particularly effective when prospects are evaluating their options or require fiduciary support.
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      Who is Eligible?

      Offer applies to new standalone 401(k) plans only. Not valid for MEPs, MEAPs, TRA Select PEP, or Defined Benefit/Cash Balance plans. Clients must sign up between June 1 and August 31, 2025 to qualify.
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      Why Choose TRA?
      • ocal Expertise: 9 RPCs supported by three internal plan consultants, acting as local “TPA owners.”
      • Diverse Clientele: Serving over 10,000 clients across all industries, offering best practice plan design for any plan size and budget.
      • Enhanced Relationships: Strengthen advisor connections with prospective advisor/sponsor referrals.
      • Efficient Implementation: RPCs know your required forms and can assist in completing them. Available to travel and support events.
      • Educational Support: RPCs develop and present relevant content at meetings and seminars.

      Client Relationship Management Team

      • Operational Extension: TRA’s back office acts as an extension of your operations team.
      • Advisor Partnership: Expertise in partnering with advisors, understanding their importance to your business.
      • Expert Consultation: Access to a large staff of ASPPA credentialed experts for consultation.
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      Lets Get Started Today!

      Have opportunities in motion? We’re here to help with positioning, illustrations, or advisor support. Click here to discover which Regional Plan Consultant (RPC) and corresponding Internal Plan Consultant (IPC) are available to serve you.
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      Request For Proposal
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TRA Plans to Consider

For businesses who want to sponsor a retirement plan, some plans to consider include:

COMPARE PLANS

Complimentary E-Books

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      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.

       
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      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

       
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      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.

      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.

Request For Proposal

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