TRA MAKES NEWS HAPPEN

  • 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
  • ASK THE EXPERTS – Acquisitions Fuel TRA’s Nationwide Growth
    August 24, 2021 - As a third-party administrator (TPA), The Retirement Advantage, Inc. (TRA) continues its growth trajectory throughout the United States, in large part because of successful acquisitions. In an exclusive interview, TRA President and Owner Matt Schoneman shares the firm’s acquisition strategy and how firms interested in being acquired can reach out to TRA. How many acquisitions has TRA completed historically — and thus far in 2021?... Continue
  • CASE OF THE WEEK – UPDATE:  Who is an Independent Contractor?
    August 19, 2021 - Who is considered an ‘independent contractor,’ and should he or she be included in the retirement plan of the employer who contracts for his or her services? Continue
  • ASK THE EXPERTS – TRA @ 25:  Strategies for Success
    August 17, 2021 - The Retirement Advantage, Inc. (TRA) celebrates its twenty-fifth anniversary in 2021. In an exclusive interview, TRA President Matt Schoneman shared how TRA has grown from a Midwest company to the nationwide retirement industry leader it is today — and how the company plans to keep on growing strong. When did you join The Retirement Advantage, Inc. (TRA) … and why? I’ve been with TRA almost... Continue
  • ASK THE EXPERTS – How TRA Met the COVID Challenge
    August 11, 2021 -  Interview Conducted by Roberta Hess of Princeton Marketing When the worst of the COVID-19 pandemic hit the U.S. in March 2020, The Retirement Advantage, Inc. (TRA) didn’t miss a beat. In an exclusive interview, TRA President and Owner Matt Schoneman shared his perspective on TRA’s response. As the COVID crisis unfolded, TRA quickly — and successfully — moved to a fully remote work environment. How... Continue
  • Playing Hide and Seek with Participants?
    August 10, 2021 - The DOL’s released guidance in January 2021 to help plan sponsors keep track of participants. Finding former employees who still have plan balances but no longer work for the company can be challenging, and losing track of them may be a fiduciary issue because of the “exclusive benefit” rule in ERISA. This rule requires that plans diligently seek to distribute assets, even to missing or... Continue
Pattern

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.
PLAN NOW