TRA MAKES NEWS HAPPEN

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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
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  CASE OF THE WEEK – Reverse Rollover

  March 13, 2026 - Learn how a reverse rollover lets you move a traditional IRA into an eligible employer plan, including rules, restrictions, and key retirement planning advantages. Continue
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  CASE OF THE WEEK – Tax Refund Rollovers

  March 6, 2026 - Can the federal government contribute to your IRA? Learn how tax refunds, the new Saver’s Match, and proposed plans could boost retirement savings. Continue
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  Plan Sponsors Ask…

  March 3, 2026 - The number of abandoned 401(k) accounts in the U.S. has nearly doubled in a decade, reaching 31.9 million with $2.13 trillion in assets. Learn what Capitalize Money Inc. reports about this growing trend and its impact. Continue
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  CASE OF THE WEEK – LTPT Employees and Elapsed Time

  February 27, 2026 - Learn how 401(k) plans using elapsed time determine eligibility for long-term part-time employees and when LTPTE rules apply. Continue
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  PRESS RELEASE – The Retirement Advantage, Inc. (TRA) Promotes Austin Solomon to Regional Plan Consultant

  February 24, 2026 - TRA promotes Austin Solomon to Regional Plan Consultant, expanding sales leadership to support advisors and plan sponsors across Indiana, Kentucky, Ohio and West Virginia. Continue
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  Four Key Ways That Plan Sponsors Can Outsource Fiduciary Responsibility

  February 24, 2026 - Plan sponsors face strict ERISA fiduciary standards, but outsourcing can reduce risk and workload. Mercer’s 2025 survey shows 80% use external fiduciaries. Learn four key options, including 3(21), 3(38), 3(16), and pooled employer plans. Continue