TRA MAKES NEWS HAPPEN

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  Beyond the Title: What Makes You a Fiduciary

  July 21, 2026 - Learn what it means to be a retirement plan fiduciary, including key responsibilities, common misconceptions, and best practices for managing fiduciary risk while acting in participants' best interests. Continue
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  CASE OF THE WEEK – Governmental Entities

  July 17, 2026 - Can an organization with governmental ties establish a 401(k) plan? The answer depends on whether it qualifies as a governmental employer under IRS and ERISA rules. Proper classification is essential because it impacts plan eligibility and compliance requirements. Continue
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  Plan Sponsors Ask…

  July 14, 2026 - Older workers are delaying retirement amid concerns about inflation, Social Security, taxes, and Medicare. Learn how employers can address these fears through targeted pre-retirement education programs. Continue
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  CASE OF THE WEEK – First Deed Of Trust

  July 10, 2026 - Can a Solo 401(k) invest in a loan secured by a first deed of trust? Learn the key considerations, including plan document rules, prohibited transaction risks, investment platform restrictions, documentation requirements, and due diligence best practices before proceeding. Continue
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  CASE OF THE WEEK – Rule of 55

  July 2, 2026 - The Rule of 55 may allow former plan participants to take penalty-free distributions earlier than usual. Preserving it is a consideration when contemplating a change of employer. Continue
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  CASE OF THE WEEK – Where Trump Accounts Fit

  June 26, 2026 - Position Trump Accounts alongside 529s, Roth IRAs, UTMAs, ESAs, brokerage accounts, and trusts as a supplemental starter tool within a diversified family savings strategy. Continue
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  CASE OF THE WEEK – Retirement Plans and M&A’s

  June 19, 2026 - Learn how advisors can guide clients through M&A by addressing retirement plan strategy early, preserving flexibility, and avoiding post‑closing compliance issues. Continue
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  CASE OF THE WEEK – DFVCP Special Filing

  June 12, 2026 - Learn how small 501(c)(3) organizations can use the DFVCP to correct missed Form 5500 filings, with potential penalty relief capped at $750 when eligibility requirements are met. Continue
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  CASE OF THE WEEK – Long Term Care Policy

  June 5, 2026 - Learn how long-term care (LTC) distributions from defined contribution plans work, including eligibility rules, tax treatment, annual limits, and how participants can access funds penalty-free to pay qualified LTC insurance premiums under IRS Notice 2026-33. Continue
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  TRA’s Approach to AI in Retirement Plan Administration

  June 4, 2026 - AI Is Not the Future. It Is the Operating Model. Artificial intelligence is often framed as an emerging capability. For organizations focused on long-term growth, it is increasingly becoming part of the operating model. At The Retirement Advantage, Inc. (TRA)®, the focus has not been on experimenting with AI in isolation. It has been on rethinking how work gets done and where manual effort can... Continue