TRA MAKES NEWS HAPPEN

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  CASE OF THE WEEK – Small Estate Affidavits and Retirement Plan Assets

  October 29, 2021 - By Jenny Kiffmeyer, J.D – The Retirement Learning Center Small Estate Affidavits and Retirement Plan Assets 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... Continue
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  CASE OF THE WEEK – Hierarchy of Deductions

  October 21, 2021 - A recent call with a financial advisor from California is representative of a common inquiry related to withholding on payroll. Continue
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  PLAN SPONSORS ASK…

  October 19, 2021 - Question: Our plan committee has worked hard this year to maintain a consistent system of checks and balances with regard to plan compliance. Are there any items in particular we should prioritize in terms of staying compliant with our retirement plan? Answer: There are definitely some potential compliance violations that are more common among retirement plans. The Government Accountability Office recently published a 56-page report,... Continue
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  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
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  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
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  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
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  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
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  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
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  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
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  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