• Tying HSAs to Retirement Savings
    February 19, 2019 - By Rebecca Moore from PLANSPONSOR Kelley Long, certified financial planner with Financial Finesse, shared information to help employers promote health savings accounts (HSAs) as a retirement savings tool for employees. A key problem with promoting health savings accounts (HSAs) as a retirement spending vehicle is that they are tied to medical benefits, and so that’s how participants think about them, Kelley Long, certified financial planner with... Continue
  • The Retirement Advantage, Inc. Acquires Quality Pension Services, Inc.
    February 14, 2019 - TRA Announces Purchase of Quality Pension Services APPLETON, WI (February 14, 2019) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company announced today the acquisition of Quality Pension Services, Inc., a pension administration firm, headquartered in Chico, CA. With the completion of the acquisition on February 1, 2019, TRA has taken another step in its commitment to grow and service... Continue
  • The Retirement Advantage (TRA) News
    February 12, 2019 - Accomplishing retirement goals takes detailed plans and expert strategies. TRA is continually building up our talent and expertise to assist our clients in designing and administering qualified retirement plans of all types so our Plan Sponsors can meet their unique goals. Our recent integration of Markley Actuarial Services, Inc., a Lancaster PA based firm providing third party administration and actuarial services for over 30 years,... Continue
  • TRA Hires a Texas Regional Sales Consultant
    February 7, 2019 - Aurelia Detwiler is now representing The Retirement Advantage in TX, LA and MS APPLETON, WI (February 7, 2019) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is proud to announce the hiring of Aurelia Detwiler as their Regional Sales Consultant (RSC) covering Texas, Louisiana and Mississippi, reporting to Jeff Schreiber, Director of Sales for TRA. Detwiler is responsible for partnering with financial... Continue
  • Q & A – Plan Sponsors Ask
    February 5, 2019 - Q: We like to keep an eye on trends that could impact retirement for our employees. Is anything new on the horizon these days? A: Yes, there are some trends to watch, although some have been on our (and probably your) radar for the last few years. The American Retirement Association (ARA) identified seven of them in a September 2018 presentation for ASPPA. Take particular note of... Continue
  • Year-End Data Collection
    January 29, 2019 - It’s that time of year for our calendar year plans to submit their year-end data for required compliance testing and contribution calculations. You should have received an email from your dedicated Client Relationship Manager (CRM), in December (if your plan year-end is 12/31), asking you to submit your census data and questionnaire via PlanSponsorLink (visit us at www.tra401k. com and click on Login and choose PlanSponsorLink).... Continue
  • Craig Harm, the new Key Account Manager for The Retirement Advantage
    January 24, 2019 - TRA is delighted to announce that Craig Harm has been appointed as Key Account Manager APPLETON, WIS. (January 24, 2019) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services provider is pleased to announce the addition of Craig Harm, in a newly created position as Key Account Manager. Harm’s primary focus will be developing, servicing and growing trusted relationships with a portfolio of... Continue
  • Retirement Expectation Versus Reality: Communication Opportunities at the Crossroads
    January 22, 2019 - When expectation and reality differ, the results can be tough to take — especially when the subject is retirement. By communicating with employees in a way that recognizes both the perceptions and the realities, employers can smooth the transition from worker to retiree. With this disconnect in mind, it’s important for employers to pay attention to key areas where worker expectations and retirement reality part... Continue
  • Finding the Right Balance with Company Stock
    December 18, 2018 - Including company stock among the investments in your 401(k) plan can be powerful. It gives employees a voice in the firm’s direction, pride of ownership, and a direct correlation between their job and company performance. At the same time, employees should understand how to use company stock wisely as a 401(k) plan investment. A few widely publicized corporate bankruptcies in the early 2000’s taught lessons... Continue
  • The Retirement Advantage, Inc. Acquires The Condon Company (TCC)
    December 11, 2018 - APPLETON, WI (December 11th, 2018) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company announced today the acquisition of The Condon Company (TCC), a third-party administration firm, headquartered in Memphis, TN. With the acquisition of TCC on November 30, 2018, TRA now has retirement plan professionals in 32 states to support its national base of clients, financial advisors and recordkeeping partners with... Continue


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Consider TRA's 3(16) Plan Administration Relief Services (PARS)

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.