Maximize Your Summer Selling With Our Summertime Saver Promotion

• There’s a lot to like about summer – including savings for your clients! All summer long – from July 1 to September 30, 2022 – we are waiving implementation fees on all plan conversions. That means that for your clients currently not working with TRA, you can offer the benefits of working with us as their plan administrator – at significant savings.

  On average, this results in a reduction of 40% of our standard year-one administrative fees.

  To learn how we can help your clients save this summer, contact TRA today. Take a look at the Sales Territory Map to find your Regional Sales Consultant (RSC) and Internal Sales Consultant (ISC).

  For both advisors and our recordkeeper partners, this promotion is a great way to bring your clients the benefits of working with TRA.

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    Premier Advisors

    As one of TRA’s Premier Advisors, we greatly value your continued support.

    Providing financial advisors with a competitive advantage, our Premier Advisor Group members enjoy specialized services, discounts, and exclusive access to products and services.

    From July 1 to September 30 – TRA is waiving implementation fees on ALL PLANS. That means that for your clients currently not working with TRA, you can offer the benefits of working with us as their plan administrator. And, on average, they’ll save 40% on standard year-one administrative fees.

    Here are four ways TRA helps you maximize your summer selling season and WIN bigger deals by providing great service and value:

    1. Leverage Your Time – Let TRA’s Regional Sales Consultants do the heavy lifting so you can get in front of more new business opportunities.
    2. Increase Efficiency – Tap into TRA’s proven, streamlined implementation processes to support your selling efforts.
    3. Enhance Consultative Capabilities – Help employers create plans that best meet their needs and close more business with TRA’s customized plan designs.
    4. Provide More Value for Less Cost Upfront – We’ve made our already competitive pricing even more attractive with our special offer for all new and conversion plans.
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    Advisors

    From July 1 to September 30 – TRA is waiving implementation fees on ALL PLAN CONVERSIONS. That means that for your clients currently not working with TRA, you can offer the benefits of working with us as their plan administrator. And, on average, they’ll save 40% on standard year-one administrative fees.

    TRA’s Summertime Saver promotion is also an excellent time for you to focus on becoming a TRA Premier Advisor.

    To become part of our Premier Advisors Group, all you need to do is maintain a book of 15 or more plans with TRA or sell 5 TRA plans (or convert 5 plans to TRA) in the current calendar year. When you do, you’ll enjoy benefits such as:

    • A 50% discount on implementation and base fees for our popular 3(16) plan administration services.
    • A dedicated Client Relationship Manager (CRM) focused on your book of business.
    • Unlimited plan design illustrations and document reviews.

    Click here to learn more about our Premier Advisors Group.

    As one of our Premier Advisors said:

    More of my clients need to simplify their plan administration. That’s why TRA’s 3(16) plan administration services are such a big hit with them. And now that I’m a Premier Advisor, I can make their lives easier, with significant savings.

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    Recordkeepers

    It matters which third-party administrator (TPA) you choose to partner with. At TRA, we’ve built a business based on working with recordkeepers and advisors to provide clients with expert consultation, deep resources, and exceptional customer service. And now, we’ve made our already competitive pricing even more attractive with our special offer for plan conversions.

    From July 1 to September 30 – TRA is waiving implementation fees on ALL PLAN CONVERSIONS.

    We’d like to ask for your assistance in letting the advisors you work with know that it’s more attractive than ever for them to convert plans to TRA for third-party administration services.

    The Benefits of Working with Us

    • Best-practice plan design for any size plan and any budget, including a cost-competitive, seamlessly integrated payroll and managed investment lineup in a group 401(k) plan.
    • Experienced and trusted Regional Sales Consultants (RSCs) who will help you (and advisors) win more business – and who will develop and present content at meetings, local seminars, and webinars. We know how to partner with advisors and how important they are to your business.
    • Large staff of ASPPA-credentialed experts who are available for consultation.
    • A back office that’s an extension of your operations team.
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    Request For Proposal

    • First Name*
    • Last Name*
    • Company Name*
    • City*
    • State*
      STATE*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
    • Phone*
    • Email*
    • Are You A Premier Advisor*
      ARE YOU A PREMIER ADVISOR*YesNoNot Sure
    • Employer Name
    • Preferred Plan Provider
      PREFERRED PROVIDERAmerican FundsAmeritasAspireAXAEmpowerGuardianJohn HancockLincoln FinancialMass MutualMutual of OmahaNationwideOhio National Financial ServicesOneAmericaPrincipal Financial GroupTransAmericaVoyaOther
    • 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
      3(16) PARSYesNo
    • Broker-Dealer
    • Number of Eligible Employees
    • Current Assets
    • Comments
    • Name
      This field is for validation purposes and should be left unchanged.

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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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    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.

    Learn more about Cash Balance Plans.

    Download our Cash Balance Plans Ideal Candidates piece now.

    View the contribution limits for Cash Balance Plans.

    Download An Advisor’s Guide to Cash Balance Plans E-book.

     

     

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    Group 401(k) Plans

    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