TRA MAKES NEWS HAPPEN

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  CASE OF THE WEEK – Form 990-T

  May 8, 2026 - Understand why retirement plans may need to file Form 990-T, what creates UBTI, and who is responsible for filing and paying any required taxes. Continue
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  Plan Sponsors Ask…

  May 5, 2026 - Learn how alternative investments may fit within a 401(k) plan, with insights on regulation, participant impact, and fiduciary risk. Continue
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  CASE OF THE WEEK – Age 60 – 63 Catch-up Limits

  May 2, 2026 - Clarify whether a 401(k) participant turning age 64 in 2026 qualifies for the enhanced SECURE 2.0 age 60–63 catch-up contribution and what limits still apply. Continue
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  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
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  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
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  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
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  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
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  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
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  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
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  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