TRA MAKES NEWS HAPPEN

  • TRA’s John Markley Goes To Washington for ARA and GAC Meetings
    June 13, 2019 - Recently, TRA’s John Markley was in Washington DC attending ARA (American Retirement Association) and ASPPA GAC (Government Affairs Committee) Meetings in DC – June 8 to June 11, 2019. Below is a summary of what he learned: ASPPA has a great relationship with governmental agencies and with Senators and representatives and their staff and these meetings showed the benefit of the relationships. ASPPA is thrilled... Continue
  • The Retirement Advantage Welcomes Two New Regional Sales Consultants
    June 11, 2019 - Industry Veterans Bryan Foard and Jeremy Noland Support Regional Development APPLETON, WI (June 11, 2019) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is pleased to welcome Bryan Foard and Jeremy Noland to their Regional Sales Consultant team, reporting to Jeff Schreiber, TRA’s Director of Sales. Both will be tasked with partnering with financial advisors and wholesalers, in their respective territory, to... Continue
  • Plan Sponsor’s Quarterly Calendar
    June 11, 2019 - Being a retirement plan sponsor involves juggling many tasks, one of the more important being to make sure your plan complies with all pertinent federal and local regulations. A compliance calendar keeps track of your company’s required filings, their due dates and related details so you can avoid incurring any fines or other penalties for late filings or missing information. For more information, click here... Continue
  • 403(b) Plans Should Get Ready for IRS Initiatives
    June 4, 2019 - The agency has indicated it will launch audit initiatives regarding 403(b) plan compliance this summer; the remedial amendment period and other IRS-provided relief can help plan sponsors prepare. By Rebecca Moore – PLANSPONSOR According to a blog post by Paul M. Hamburger with Proskauer Rose LLP, IRS officials have recently indicated that the agency expects to launch audit initiatives this summer targeting 403(b) plan compliance. 403(b)... Continue
  • Plan Sponsors Ask….
    May 28, 2019 - Q: We offer a wide variety of funds in our 401(k) plan. Employees sometimes get so stressed trying to understand the funds that they give up and “just pick one.” We are working on simplifying the offerings and helping them understand those we have available. Any suggestions? A: You are wise to put thought into the plan’s investment offerings. The first suggestion is to work... Continue
  • House Passes Secure Act Retirement Bill
    May 24, 2019 - by By Melanie Waddell – Think Advisor A provision affecting 529 plan accounts was stripped from the bill before the vote. The full House passed Thursday morning the Setting Every Community Up for Retirement Enhancement (Secure) Act of 2019, which would make it easier for small businesses to offer retirement plans and raises the required minimum distribution age to 72 from 70 1/2. The bill,... Continue
  • Cybersecurity is important to you…it’s important to us too!
    May 21, 2019 - What is cybersecurity? Cybersecurity consists of all the technologies and practices that keep computer systems and electronic data safe. And, in a world where more and more of our business and social lives are online, it’s an enormous and growing field. Why cybersecurity is important? Cybersecurity is one of the most urgent issues of the day. Computer networks have always been the target  of criminals,... Continue
  • The Retirement Advantage, Inc. Acquires Gillespie & Company of Virginia
    May 14, 2019 - TRA Announces Purchase of Gillespie & Company of Virginia APPLETON, WI (May 14, 2019) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company announced today the acquisition of Gillespie & Company of Virginia, a third-party administration firm, headquartered in Danville, VA. With the completion of the acquisition on May 1, 2019, TRA now provides service to more than 8,500 clients... Continue
  • Traditional Accounts Continue Sharing the Stage with Roth Accounts
    May 7, 2019 - Tax diversity among the benefits As employers continue looking for ways to help employees retire securely, the Roth account has become a regular plan feature. In the five years starting in 2014, in fact, inclusion of a Roth account feature had increased 18.1%, so that by 2018, 72.7% of 401(k) and 403(b) plans included one. In the largest plans, those with more than $200 million... Continue
  • Plan Sponsors Ask…
    April 30, 2019 - Q: One of our 2019 goals is to provide financial education to our employees. There are many companies and individuals providing this kind of education; how can we pick the right one for our company? A: Congratulations on making the decision to move ahead with financial education! When employees have a better grasp on budgeting and other financial basics, they may be better equipped to... Continue

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