TRA MAKES NEWS HAPPEN

• ▾

  Targeted Plan Communications Can Help Improve Employee Engagement and Retirement Outcomes

  April 28, 2026 - Personalized retirement plan communications drive higher engagement, stronger participation, and better outcomes across today’s diverse workforce. Continue
• ▾

  CASE OF THE WEEK – Terminating SIMPLE IRA and Waiver of 2 year penalty

  April 24, 2026 - Explains how SIMPLE IRA assets rolled into a new safe harbor 401(k) are treated when the plan ends mid-year before the two-year rule is met. Continue
• ▾

  Plan Sponsors Ask…

  April 21, 2026 - Nearly half of DC plan sponsors use an ERISA 3(38) investment manager to reduce fiduciary liability, improve compliance, and strengthen investment oversight. Continue
• ▾

  CASE OF THE WEEK – How Children Qualify for the $1,000 Trump Account Pilot Program

  April 17, 2026 - Eligible children do not receive the $1,000 Trump Account contribution automatically. Parents must open an account and file an election to claim it. Continue
• ▾

  PRESS RELEASE – The Retirement Advantage, Inc. (TRA) ® Adds Henrik Sandberg to National Distribution Team

  April 13, 2026 - TRA announces Henrik Sandberg as Regional Plan Consultant, the third sales hire in two months, reinforcing national growth and expanded advisor support in Texas and Louisiana. Continue
• ▾

  CASE OF THE WEEK – Life Insurance

  April 10, 2026 - Learn how a client can remove a life insurance policy from a qualified retirement plan using DOL PTE 92-6 without triggering taxes or reporting. Continue
• ▾

  PRESS RELEASE – The Retirement Advantage, Inc. (TRA)® Celebrates 30 Years of Leadership, Growth, and Partnership in the Retirement Industry

  April 6, 2026 - Celebrating 30 years, The Retirement Advantage, Inc. (TRA)® reflects on three decades of growth, innovation, and commitment to retirement plan excellence. Continue
• ▾

  CASE OF THE WEEK – Missed RMD, What’s Next

  April 3, 2026 - Missing an RMD can result in penalties for the intended recipient and, for employer plans, potential qualification issues. Fortunately, relief may be available if errors are corrected promptly and properly documented. Given the complexity and potential consequences, individuals should work closely with tax advisors to ensure compliance. Continue