Elevate Your Success with TRA’s 2025 Summer Sales Promotion!

  • Now Through August 31st

    At TRA, we are dedicated to helping you achieve unparalleled success. Our 2025 Summer Sales Promotion is crafted to provide you with exceptional opportunities, exciting rewards, and the tools you need to deliver enhanced value to your clients.

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

    What’s Included:

    No-Cost Services (through December 31, 2025)

    Implementation & Conversion Fees Waived

    • TRA is also waiving our standard implementation and conversion fees (typically $500–$1,500 per plan) on new standalone plans sold during June, July, and August.
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      Why It Matters!

      This offer makes it easier to start new plans, adds immediate client value, and gives you a compelling differentiator in sales conversations—especially when prospects are comparing options or need 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?
      • Comprehensive Services: From plan design to administration and fiduciary services, TRA is your one-stop solution for all retirement plan needs.
      • Expert Support: Our team of experienced professionals is dedicated to providing you with the highest level of service and support.
      • Proven Track Record: With a long history of success, TRA is a trusted partner for businesses of all sizes.
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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 For Advisor Success

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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.

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

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