TRA MAKES NEWS HAPPEN

  • Year-End Audit: Comply with Confidence
    October 14, 2019 - Want to have a less stressful and successful Employee Benefit Plan Year-End Audit? Here are six steps that can help. Be prepared and compliant ahead of time – it’s better than a last-minute shuffle. One tip: If you’ve had problems getting ready for audits in the past, be sure to upgrade the systems that record and organize plan information in advance of the audit. Trying... Continue
  • Plan Sponsors: How to File Form 5500
    October 11, 2019 - Form 5500 communicates important information about an employer's benefit plans to the IRS and the Department of Labor each year. It ensures compliance with federal regulations that were put in place in order to protect employees and their beneficiaries. Continue
  • WEBINAR – Capture the Opportunity in Cash Balance Plans in 2019
    October 3, 2019 - Do you know that Cash Balance Plans are the fastest-growing segment of the retirement plans market? They are. But even more important: Do you know why these plans are so popular and how they can benefit your business? Continue
  • The Retirement Advantage, Inc. Expands Consulting Capabilities and National Footprint
    September 25, 2019 - TRA Announces Purchase of Benefit Strategies, Inc. and Scholz & Friends Enlightened Retirement Group, Inc. APPLETON, WI (September 25, 2019) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company, today announced the acquisition of two retirement plan consulting and administration firms: Benefit Strategies, Inc. of Roanoke, Virginia (BSI) and Scholz & Friends Enlightened Retirement Group, Inc. (S&F) of San Antonio,... Continue
  • TRA Offers Complimentary Business Assessment to TPA Owners through Year-End 2019
    August 28, 2019 - Acquisition Experts Answer: “Is It Time to Sell?” APPLETON, WI (August 28, 2019) – Many owners of small to medium-sized third-party administration (TPA) firms have left the business in recent years, and the trend shows no sign of abating. That is why The Retirement Advantage, Inc. (TRA) is offering a complimentary business assessment to TPA owners through year-end 2019. “This business assessment is an important... Continue
  • American Retirement Expectations Vary by Ethnicity and Culture
    August 20, 2019 - It seems that expectations about retirement are not the same for Americans of every background. In fact, they can vary widely depending upon ethnicity and culture. When asked whether or not they had calculated how much they would need to retire, about half of the respondents to a recent survey said yes. But breaking the responses down by culture and ethnicity, differences emerged. On the... Continue
  • Plan Sponsors Ask…
    August 13, 2019 - Q: Our 401(k) plan is relatively small. Do we need to be concerned about fiduciary issues and lawsuits? It seems like there are bigger fish to fry! A: If your plan does not hold much money in assets, you are correct that ERISA enforcement agencies have bigger fish to fry. However, that does not mean you won’t find yourself in the frying pan. All it... Continue
  • Where They Stand, Where They Are Headed: Can You Help Employees Save (or Save More)?
    August 6, 2019 - How realistic are employees about the true state of their retirement savings? While many among the three primary generations that make up today’s workforce are feeling pretty good about the future, all three may be seeing things a little optimistically. Even if their vision is a little rosy, there are things employers can do that may make a difference in retirement savings for Millennials, Generation... Continue
  • Plan Sponsors Ask…
    July 30, 2019 - Q: We know that emotion plays a role in money, and therefore retirement. What are some ways we can help employees offset less-than-rational emotion and thus make better decisions about their retirements? A: Behavioral economics have been the subject of much benefits of beginning payments at (or after) full retirement age. Second, consider including education about annuities in your pre-retirement sessions. These can help overcome... Continue
  • Financial Literacy: Employees Who Know More Save More
    July 23, 2019 - Financial wellness is important for individuals and their employers, in part because of the role it may play in retirement. Individuals benefit when they are financially healthy, because it makes them more prepared to retire on time and with enough money. Companies benefit, too, because along with the potential for better-controlled benefit- and other employment-related costs, on-time retirements make room for promotions, new hires, and... Continue
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