2024 Sales Sprint

• Go For Gold

  Like all top-performing Financial Advisors, the final dash of the year holds the key to reaching your annual sales targets. Sprint full speed ahead with your plans – the winner’s podium awaits!

  Let us boost your selling season and secure even bigger deals by offering outstanding service and value:

  Now through December 31, 2024, we’re waiving our set up and conversion fees for all Defined Contribution plan sales. On average, your clients will save 40% on standard year-one
  administrative fees.
  *Excludes Cash Balance/Defined Benefit Plan Type and 3(16) Fiduciary Service Set up Fees

  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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    • New or Conversion
      NEW OR CONVERSIONNewConversion
    • Plan Type*
      PLAN TYPE*401(k)403(b)457(b)Cash BalanceCross-TestedDefined BenefitMoney PurchasesGroup 401(k): MEP, PEP, MEAPProfit SharingSafe Harbor 401(k)Solo(k)
    • 3(16) PARS
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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.