UNLOCK UNMATCHED VALUE WITH TRA’S 2025 YEAR-END PROMO PUSH

• Finish 2025 strong by delivering lasting value—not just discounts.

  TRA’s Q4 Client Value Promotion streamlines administration, enhances compliance, and provides complimentary services that create confidence and efficiency for your clients. Now through December 31, take advantage of exclusive year-end value that strengthens relationships and builds long-term success.

  • Streamlined Billing with ACH –  Automation reduces errors, saves time, and ensures easier, more accurate transactions.
  • Free Plan Document Maintenance Program (PDMP) – Adding 3(16) Core or Enhanced Services gives clients free PDMP—ensuring compliance and peace of mind.
  • Long-Term Client Success – Efficient onboarding and long-term value foster lasting client trust.

  Don’t Miss Out—Offer Ends December 31

  *This promotion does not apply to MEPs, the TRA Select PEP, or Defined Benefit/Cash Balance plans.

  • ▾

    Why This Matters for You!

    • Friction-free onboarding
    • Added value that lasts
    • Operational efficiency
    • Stronger client confidence
  • ▾

    Why Choose TRA?

    • Local 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.
    • Guarantee: TRA earns trust through outcomes. If something isn’t right, we correct it promptly and transparently. You’ll know what happened, what we’re doing, and when it will be resolved…backed by expert support throughout.
  • ▾

    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.

  • ▾

    Service Guarantee

    Our Continued Commitment

    TRA earns trust through outcomes. If something isn’t right, we correct it promptly and transparently. You’ll know what happened, what we’re doing, and when it will be resolved…backed by expert support throughout.

    

  • ▾

    Request For Proposal