Simplify Your Retirement Plan Administration

  • Automated Participant Notice Fulfillment & Tracking

    Retirement plan compliance doesn’t have to be complicated. TRA, in partnership with Plan Notice, make retirement plan compliance simple by automating participant communications, tracking delivery, and offering multilingual video summaries. Their solution streamlines notice fulfillment, reduces administrative workload, and ensures audit-ready documentation—so you can stay compliant and focused on your priorities.

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      Simplifying your retirement plan administration
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What Plan Notice Can Do for You

  • Automated Delivery & Tracking: Send participant notices via email, SMS, or mail—with full tracking and documentation.
  • Engaging Video Summaries: Convert complex notices into multilingual videos for better participant understanding.
  • New Hire Communications: Automatically notify newly eligible employees with compliant, documented messages.
  • Support for Missing Participants: Locate and reach participants who may have outdated or missing contact information.
  • Audit-Ready Compliance: Maintain peace of mind with thorough records and indemnification from audit risks

Why It Matters

  • Reduce administrative burden
  • Ensure compliance
  • Improve participant engagement
  • Full tracking and audit protection

Ready to Learn More?

Let us know you’re interested, and we’ll follow up with details tailored to your plan’s needs.

Complete the form below and take the first step toward simplifying your retirement plan administration.

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Pattern

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

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