TRA MAKES NEWS HAPPEN

  • Q & A – Plan Sponsors Ask
    October 15, 2018 - Question: As our company leadership retires and younger employees take over, we are sometimes unsure about how best to help them in their efforts to save for the future. How do younger people view the role of their employer and the government? Answer: As the workforce transitions toward more Millennials in company leadership roles, change is happening in how things are done and in attitudes. Recently, a... Continue
  • Investment Assistance Via Managed Accounts, TDFs
    October 9, 2018 - If your 401(k) plan offers participants the opportunity to invest in a managed account or a target-date fund (TDF), yours is among the majority. These options give employees access to professional investment assistance, which in turn, may help them achieve higher returns, according to a recent paper. Ninety-three percent of companies offer TDFs and 58% offer managed accounts in a defined contribution account, thereby providing... Continue
  • Q and A – Plan Sponsors Ask
    October 3, 2018 - Question: Our soon-to-be-retirees are sometimes unclear about how their finances will actually look in retirement. We are offering them financial wellness information, but it made us wonder about what we can learn from the Baby Boom generation’s actual retirement experience. Answer: That’s the topic of an Insured Retirement Institute (IRI) annual survey and report, now in its eighth year. While the survey indicates a generally positive financial picture for... Continue
  • DOL Drops Off MEP Proposal at OMB
    September 26, 2018 - Wasting no time, the Labor Department has delivered its proposed rule to expand access to multiple employer retirement plans to the Office of Management and Budget for review. It was less than a month ago that President Trump signed an executive order directing the Departments of Labor and Treasury to consider changes to make it easier for businesses to join together to offer MEPs, which the order... Continue
  • Employees Prefer a Retirement Paycheck
    September 18, 2018 - The shift away from traditional pension plans means today’s employees are largely responsible for their own retirement security. Yet many seem to long for the “good old days,” at least in the sense of knowing they will receive a monthly income throughout retirement. What role should companies play in the retirement security of their employees, especially as it relates to steady retirement income? And how... Continue
  • WEBINAR – Selling Cash Balance Plans in 2018
    September 13, 2018 - Cash Balance Webinar - Wednesday, October 3, 2018 - TRA will share key insights on cash balance market trends and how to sell these plans. Continue
  • Cash Balance Plans Top $1 Trillion
    September 11, 2018 - California and New York have the most cash balance plans overall, but that’s not where the fastest growth is occurring. Employer contributions to cash balance plans soared 30% in 2016, lifting assets of those programs to $1.03 trillion, according to the 2018 National Cash Balance Research Report, from Kravitz, Inc., an Ascensus company, which also found a 15% net increase in the number of new cash... Continue
  • Simplify 401(k) plan administrative requirements
    September 4, 2018 - A traditional 401(k) plan must satisfy certain nondiscrimination testing to make sure benefits are equally applied to all employees, from the most highly paid to the lowest paid. These tests must be run at the end of each plan year and, depending on the test results, may limit how much you and your higher-paid employees can contribute to the plan. Running these tests also adds... Continue
  • IS YOUR PLAN SAFE???
    August 29, 2018 - Most employers think their plan is in compliance but the numbers speak for themselves. 2017 stats on DOL activity Through its enforcement of the Employee Retirement Income Security Act (ERISA), investigators withe the DOL’s Employee Benefit Security Administration are responsible for ensuring the integrity of private employer benefit plans, from retirement and health plans to life and/or disability insurance and other welfare benefit plans. Combined,... Continue
  • TRA Introduces Matt Solomon, New Regional Sales Consultant
    August 28, 2018 - 16-Year Seasoned Sales Consultant to Drive Sales for TRA APPLETON, WIS. (August 28, 2018) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services provider is pleased to announce the addition of Matt Solomon as their latest Regional Sales Consultant. Solomon’s primary focus is educating advisors and clients, large and small, on the best plan design for their retirement plan.  He will be covering... Continue

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