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• Services

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    3(16) Fiduciary Services
    
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    401(k) Plan Options
    
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    Retirement Plan Consulting
    
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    EZ Solo 401(k) Plan
    
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    Plan Administration
    
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    Plan Comparison
    
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    Plan Design
    
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    Plan Document Maintenance
    
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    Plan Notice Fulfillment
    
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    Plan Rollouts
    
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    Start-Up 401(k)
    
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    STAX.ai Automated Administration
    
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    Pooled Employer Plan (PEP)
    

• Support

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Employer Resources

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  Annual Contribution Limits
  
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  401(k) Calculators
  
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  Cybersecurity
  
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  Beneficiary and Participant Forms
  
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  Compliance and Important Reporting Dates
  
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  Legislative Updates
  
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  Major Disaster Relief and Recovery
  
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  TRA Plan Sponsor Newsletter
  
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  Small Business 401(k) Tax Credit
  
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  State Retirement Plan Mandates
  
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  Why Use a TPA for Plan Sponsors
  
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  Year-End Data Checklist
  

Financial Advisors

• Services

  • 
    3(16) Fiduciary Services
    
  • 
    3(16) Data Collection
    
  • 
    401(k) Plan Options
    
  • 
    Cash Balance Plans
    
  • 
    Compliance Restoration
    
  • 
    Retirement Plan Consulting
    
  • 
    ERISA/Fidelity Bond
    
  • 
    EZ Solo 401(k) Plan
    
  • 
    Fiduciary Liability Insurance
    
  • 
    Plan Administration
    
  • 
    Plan Comparison
    
  • 
    Plan Design
    
  • 
    Plan Document Maintenance
    
  • 
    Plan Notice Fulfillment
    
  • 
    Plan Rollouts
    
  • 
    Start-Up 401(k)
    
  • 
    Pooled Employer Plan (PEP)
    

• Support

  • 
    Client Relationship Managers
    
  • 
    Sales and Marketing Support
    
  • 
    Request a Proposal
    

Advisor Resources

• 
  Annual Contribution Limits
  
• 
  401(k) Calculators
  
• 
  Cybersecurity
  
• 
  Events and Seminars
  
• 
  Beneficiary and Participant Forms
  
• 
  Compliance and Important Reporting Dates
  
• 
  Legislative Updates
  
• 
  Major Disaster Relief and Recovery
  
• 
  TRA Newsletter
  
• 
  Small Business 401(k) Tax Credit
  
• 
  State Retirement Plan Mandates
  
• 
  Webinars
  
• 
  Why Use a TPA for Plan Advisors
  
• 
  Year-End Data Checklist
  

• 
  Retirement Calculators
  
• 
  Beneficiary and Participant Forms
  
• 
  TRA Newsletter
  

Retirement Plan Types and Additional Services

• 401(k) Plans

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    Standard 401(k) Plan
    
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    Safe Harbor 401(k)
    
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    Roth 401(k)
    
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    SIMPLE 401(k)
    
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    Solo 401(k)
    
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    Group 401(k)
    

• Specialized Plans

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    Cash Balance Plans
    
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    Cross-Tested Retirement Plans
    
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    Defined Benefit Plans
    
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    Solo Defined Benefit Plan
    
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    Pooled Employer Plan
    
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    Multiple Employer Plan
    

• Additional Solutions

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    Retirement Learning Center
    
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    Actuarial Services
    
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    Business Valuations and M&A Services
    
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    Regional Plan Consultants
    

Company

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Account Access

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