TRA MAKES NEWS HAPPEN

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    CASE OF THE WEEK – Property Rollover
    December 12, 2025 - Rolling over real estate from a 401(k) to an IRA is possible under Treasury regulations, but the process involves complex steps and logistical challenges. Learn what plan provisions, trustee requirements, and valuation rules apply before attempting an in-kind transfer. Continue
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    CASE OF THE WEEK – Investigating Fiduciaries
    December 5, 2025 - Discover free tools and resources to help plan sponsors investigate complaints or lawsuits against prospective financial advisors. Learn how Form ADV, FINRA BrokerCheck, and other databases support prudent selection under ERISA guidelines. Continue

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