WE VALUE OUR PARTNERS

  • At The Retirement Advantage (TRA), we promise two things to our financial advisors and wealth management partners: integrity and value. We work tirelessly to deliver on the promises you have made to your clients. With decades of experience, we provide expert plan administration, resources to grow your business and outstanding customer service to you and your plan sponsors nationwide.

    • Exceptional service

      Your TRA client relationship manager (CRM) acts as your contact and your plan sponsors’ concierge, providing thoughtful and attentive administration and operations. Click here to find your dedicated CRM.

    • Competitive pricing

      Our operational excellence and technology-forward approach enable us to offer extremely competitive rates for all plan types.

    • Secure data

      Rest assured that your client’s data will be safely and securely handled and that our team of experts will guarantee that they meet all the necessary filing deadlines.

    • Immediate access

      Our PlanSponsorLink portal enables sponsors and their advisors to view progress toward deadlines, in addition to real-time plan and census data.

    • Hassle-free conversion

      Converting to a qualified plan has never been easier. Let our consultants take care of the heavy lifting for you. We’ll do the administration, as well as take care of any clients or employees that need individual assistance.

WOULD YOUR CLIENTS BE READY FOR AN AUDIT?

Several events can trigger a Department of Labor (DOL) or IRS audit, such as employee complaints or self-reporting under the annual submission Form 5500. A DOL audit is often a random event and and initial letter sent by the IRS or the DOL in connection with a retirement plan audit.

Review the checklist of items requested from the DOL.

View the most common plan audit failures.

 

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FIND THE BEST OPTION FOR YOUR RETIREMENT NEEDS

Consider TRA’s 3(16) Plan Administrative Relief Services (PARS) to alleviate the day-to-day administrative burdens of your clients retirement plan.
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