TRA MAKES NEWS HAPPEN

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  Plan Sponsors Ask…

  April 20, 2026 - Fidelity data shows rising Roth 401(k) contributions among younger workers, with growing adoption by Gen Z and Millennial participants. 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
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  CASE OF THE WEEK – Missed RMD, What’s Next

  April 3, 2026 - Missing an RMD can result in penalties for the intended recipient and, for employer plans, potential qualification issues. Fortunately, relief may be available if errors are corrected promptly and properly documented. Given the complexity and potential consequences, individuals should work closely with tax advisors to ensure compliance. Continue
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  PRESS RELEASE – Dylan Jones Promoted to Internal Plan Consultant at The Retirement Advantage, Inc. (TRA)®

  March 30, 2026 - TRA appoints Dylan Jones as Internal Plan Consultant, strengthening its advisor-first distribution model with enhanced support for RPCs, advisors, and plan sponsors. Continue
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  CASE OF THE WEEK – Contributions for Deceased Owner

  March 27, 2026 - Learn when a business can make a SEP plan contribution for a deceased owner, how allocations work for eligible employees, and key tax filing deadlines. Continue
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  PRESS RELEASE – The Retirement Advantage, Inc. (TRA) Expands Sales Force with Appointment of Brad Wehrfritz as Regional Plan Consultant

  March 23, 2026 - TRA announces the appointment of Brad Wehrfritz as Regional Plan Consultant, strengthening retirement plan consulting support in the Central region. Continue
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  CASE OF THE WEEK – After Tax Contributions and Safe Harbor PLans

  March 20, 2026 - Learn whether a safe harbor 401(k) plan that allows after-tax contributions can still avoid top-heavy rules and what the IRS requires. Continue