TRA MAKES NEWS HAPPEN

  • CASE OF THE WEEK – Is Congress Closing the Backdoor to a Roth IRA?
    October 14, 2021 - A recent call with a financial advisor from California is representative of a common inquiry related to Roth conversions. The advisor asked: “Is Congress Closing the Backdoor to a Roth IRA?” Continue
  • ASK THE EXPERTS – Brady Onsager QKA, QPA | Plan Implementation Manager
    October 12, 2021 - In an exclusive interview, Brady Onsager, Plan Implementation Manager at The Retirement Advantage, Inc. (TRA), shares the reasons for his team’s consistent success in a fast-paced and challenging environment. Continue
  • Want to Improve Retirement Outcomes? Make Sure Employees Understand Social Security Basics
    October 5, 2021 - Your decision about when to file for Social Security benefits will affect your income in retirement. Take a look at the results from our recent Social Security Consumer Survey. You'll learn the latest insights and see why it's important to work with a financial professional. Continue
  • ASK THE EXPERTS – Mark Ruhland, Director of IT and Security
    September 28, 2021 - In an exclusive interview, Mark Ruhland, Director of IT and S at The Retirement Advantage, Inc. (TRA), discusses how his team works to constantly improve TRA’s client service capabilities while protecting against cyber threats. He also shares his top tips for anyone concerned about cybersecurity at home and at work. Continue
  • CASE OF THE WEEK – Cybersecurity and DOL Document Requests
    September 22, 2021 - A recent call with an advisor in Texas is representative of a common question on cybersecurity and retirement plans. The advisor asked: “I understand the Department of Labor (DOL) is already checking the cybersecurity procedures of plans that are currently under audit.  Do you have any insight into what the DOL’s auditors are requesting from plan sponsors with respect to cybersecurity?” Continue
  • ASK THE EXPERTS – Jeff Schreiber, Vice President of Distribution
    September 13, 2021 - In an exclusive interview, Jeff Schreiber, Vice President of Distribution at The Retirement Advantage, Inc. (TRA), shares his insights on TRA’s success in meeting the needs of partners in the retirement and wealth management industries. Continue
  • CASE OF THE WEEK – Failed Rollovers
    September 10, 2021 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center Failed Rollovers ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare.  We bring Case of the Week... Continue
  • National 401(k) Day!
    September 9, 2021 - We all dream of a life of leisure during our golden, retirement years. National 401(k) Day, celebrated every year on the Friday after Labor Day, prompts us to check in on our nest egg. With only 70% of Americans financially prepared for retirement, understanding what you can do to make the dream of retirement a reality is important. It is estimated that 79% of Americans work for a company that offers a 401(k) plan; however, only 41% take advantage of the benefit. Don’t let another day go by without learning why you should save for retirement through your company’s 401(k) plan or what you can do to save for retirement if you don’t have access to a 401(k). Continue
  • CASE OF THE WEEK – LLC Plan Establishment Deadline
    September 3, 2021 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center LLC Plan Establishment Deadline ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare.  We bring Case of... Continue
  • PRESS RELEASE – TRA Hires Mark McCool as Regional Sales Consultant
    August 25, 2021 - McCool will manage the Southern New Jersey and Pennsylvania Territory APPLETON, WIS. (August 25, 2021) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company, is pleased to announce the hiring of Mark McCool as their latest Regional Sales Consultant, providing sales consulting services to the Southern New Jersey and Pennsylvania territory. McCool will report to Darin Erdmann, TRA’s National Sales Manager. McCool... Continue
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