Complimentary CE Credit Webinars

  • TRA and the Retirement Learning Center (RLC) have entered into a strategic partnership, aligned to enhance financial advisor preparedness in delivering solutions for their growth in the retirement consulting business.

    • 10/26/21 - Achieving Social Grace Through ESG Investing

      Tue, October 26, 2021
      10:00 AM – 11 AM CST

      Environmental, Social, and Corporate Governance (ESG) investing is an exciting and progressive issue affecting potentially millions of retirement plan participants. In this presentation, we will review the history of ESG investing, the current trends affecting ESG investments, the regulatory environment and future changes and opportunities within the ESG marketplace.

      If you’d like to increase access to new client relationships, identify new sales opportunities and win new business you won’t want to miss this session. Register today!

      Register Today

      We are offering CE credits only for the following designations:

      • Investments & Wealth Institute® has accepted “Achieving Social Grace Through ESG Investing” for 1 hour of CE credit towards the CIMA®,CPWA®, CIMC®, and RMA® certifications.
      • CFP Board has accepted “Achieving Social Grace Through ESG Investing” for 1 hour of CE credit towards the CFP®  designation.
      • This program is valid for 1 PDCs toward SHRM-CP and SHRM-SCP recertification.
      • This program is eligible for 1 CPE credit

      To receive CE credit, you must remain logged into the video portion of the webinar for the entire program.  Logging into the audio portion only is not sufficient for CE credit.

      If you are interested in earning 5 or 10 CE credits for CFP or CIMA/CPWA/CIMC/RMA designations by taking a self study course based on the Retirement Resource Guide and passing an exam please click on the link: https://cecenterinc.com/earn-credits/

    • 11/23/21 - Navigating Rollover Reality

      Tue, November 23, 2021
      10:00 AM – 11 AM CST

      Learn unique asset gathering strategies and how to incorporate compliant rollovers into our practice with the support from RLC.

      RLC specializes in being experts on over 5,700 company-specific retirement plans throughout the country. If you have a client that contributes to a workplace retirement plan (401(k), 403(b), or nonqualified) or is covered by a pension plan, chances are that RLC can help you become an expert and show you how to identify hidden opportunities that are often missed by other financial professionals.

      Learning Objectives:

      • In-service distributions from employer sponsored retirement plans
      • Employer stock and Net Unrealized Appreciation (NUA)
      • Lump Sum Distributions from Defined Benefit Plans
      • Tax Efficient Rollovers to Roth IRAs
      • How to Incorporate Pension De-risking Activities into Client Conversations

      If you’d like to increase access to new client relationships, identify new sales opportunities and win new business you won’t want to miss this session. Register today!

      Register Today

      We are offering CE credits only for the following designations:

      • Investments & Wealth Institute® has accepted “Navigating Rollover Reality” for 1 hour of CE credit towards the CIMA®,CPWA®, CIMC®, and RMA® certifications.
      • CFP Board has accepted “Navigating Rollover Reality” for 1 hour of CE credit towards the CFP®  designation.
      • This program is valid for 1 PDCs toward SHRM-CP and SHRM-SCP recertification.
      • This program is eligible for 1 CPE credit

      To receive CE credit, you must remain logged into the video portion of the webinar for the entire program.  Logging into the audio portion only is not sufficient for CE credit.

      If you are interested in earning 5 or 10 CE credits for CFP or CIMA/CPWA/CIMC/RMA designations by taking a self study course based on the Retirement Resource Guide and passing an exam please click on the link: https://cecenterinc.com/earn-credits/

2021 Regional Webinars

  • These webinars are designed to assist retirement plan advisors on their road to success with virtual industry related content. Let knowledgeable and friendly TRA Regional Sales Consultants and Subject Matter Expert’s provide advice, guidance and perspective designed to fit your business and the needs of your advisory team. If you’d like to increase access to new client relationships, identify new sales opportunities and win new business, TRA’s webinars can facilitate.

    • More to come

On-Demand Webinars (Replay)

    • Practical & Tactical Actions for Small Business Owners

      It’s not what you earn—it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees. Attend this seminar to learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others.

      Learning Objectives:
      1. Determine which retirement plan contributions count towards PPP loan forgiveness
      2. Understand the basics of the 199A tax deduction for small businesses
      3. Use retirement plans to achieve business goals
      4. Learn the elements of a plan governance process
      5. Identify popular executive compensation arrangements
      6. Consider financial wellness programs for employees

      Register Today

    • Demand Stays Strong for Cash Balance Plans

      Even during these unprecedented times, business owners are still looking to save on taxes — and make sure that they and their employees have enough in retirement savings. In fact, many of your small business clients may need these benefits now more than ever. That means that many of these clients may be interested in Cash Balance plans.

      In fact, tax-saving strategies may be more important than ever before. At the same time, offering the most attractive benefits packages to the most valued employees gains greater significance as employers navigate the challenges of the COVID-19 pandemic crisis.

      Cash Balance Plans continue to be the fastest-growing segment of the retirement plans market, in part because they:
      • Allow for substantially larger tax-deductible contributions versus other types of plans
      • Help business owners attract and retain top talent
      • Are both cost- and tax-efficient
      • Allow for varying contribution levels
      • Can be added to another qualified plan

      Learning Objectives:
      1. Understanding of how to help business owners lower their tax burden through use of a Cash Balance Plan
      2. Familiarity with basics of Cash Balance Plan design and why they are so popular
      3. How a Cash Balance Plan pairs with a 401(k) Plan to optimize tax deductions and retirement savings
      4. Way to use Cash Balance Plans to accomplish business ownership succession planning goals
      5. Awareness of roles of the Advisor, Plan Sponsor and Actuary/Third Party Administrator
      6. How to identify suitable candidates for sponsorship of Cash Balance Plan

      Register Today

    • Cybersecurity: Demystifying DOL's Guidelines

      On April 14, 2021, the US Department of Labor entered uncharted territory for a government agency, for the first time addressing cybersecurity standards across a broad industry, and giving the industry’s customers (plan sponsors) specific guidance on how to hold their service providers responsible for cybersecurity risks. This bold but necessary approach puts Plan Service Providers on notice that the risks posed by cybersecurity threats can no longer be ignored or waved away without impacting their core business.

      This webinar will help:

      • Demystify the DOL’s guidance for fiduciaries and service providers.
      • Provide tips for how non-technical professionals can clearly communicate these precautions to their customers.
      • Offer first steps for implementing the DOL standards.

      You will come away from the session with a better business-level understanding of these issues, and how to provide effective leadership to their IT staff, to ensure that organizations are on a sustainable path towards better cybersecurity.

      Register Today

    • Washington Pulse: Practical and Tactical Actions for Plan Sponsors

      The U.S. retirement savings system has seen dramatic changes over the years. Now, with the switch in administration in Washington, there is every indication the evolution will continue. This course addresses new and proposed regulatory and legislative directives as they pertain to workplace retirement plans and IRAs, and provides practical and tactical actions for plan sponsors and their advisors to consider.

      Learning Objectives:

      • Quantify the enforcement efforts of the DOL
      • Understand the IRS and DOL’s top enforcement priorities for retirement plans and IRAs
      • List the latest retirement‐related initiatives proposed and finalized in Washington
      • Identify current hot topics in the industry and know learn practical and tactical take-aways

      If you’d like to increase access to new client relationships, identify new sales opportunities and win new business you won’t want to miss this session. Register today!

      Watch it Today

    • Retirement Plans Made Easier by 3(16) Administration & Payroll Data Integration

      Hosted by Trey Galuppi, MEP Specialist of TRA and Bob Balogh
      VP Retirement Channel Strategy of Paycor

      Retirement Plans have grown substantially in popularity and complexity. With increased legislation and DOL scrutiny on retirement plans, the need Plan Sponsors have to ensure the retirement plan they are offering to their employees is not only compliant but cost competitive has never been more important than it is right now. Communication of the contribution and file data is the cornerstone to achieving a more accurate and compliant plan.

      TRA & Paycor have partnered together to provide a simple system that allows the communication and transfer of this important data seamlessly back and forth between the TPA and Recordkeeper to help our client’s plans be capable of funding timely and accurately while mitigating fiduciary liabilities to the employer and also providing a positive impact on the fees associated within the plan.

      This Webinar is intended to focus on the elements of this PRIME solution and will focus on the following:

      • 3(16) fiduciary services and the impact TRA’s 3(16) services have on both the participants and employer
      • Payroll integration and data transfer
      • How choosing an integrated 401(k) solution can improve the efficiency and functionality of a retirement plan.

      Watch Today

    • Practical and Tactical Actions for Plans Amid the Challenging Environment

      Sponsors of retirement plans face a plethora of daily responsibilities to ensure they operate their retirement plans in a compliant manner within government mandates. What specific questions are plan sponsors asking their financial advisors and trusted consultants today? What’s happening legislatively? How can plan sponsors maximize employee productivity? What will plan sponsors do next? Attend this course to gain insight into the mindset of retirement plan sponsors, actions they are taking with their plans and the changes they face in the operations of their plans.
      Attend this course to:

      Learn what plan sponsors are asking about their plans in light of the current environment.

      • Get the latest updates on law changes and regulations affecting retirement plans.
      • Understand the steps to plan sponsors are taking to help maximize employee productivity.
      • Think about ways to invigorate plan designs and the plan governance process.

      If you’d like to increase access to new client relationships, identify new sales opportunities and win new business you won’t want to miss this session.

      Watch Today

    • Navigating the New Rollover Reality

      Learn unique asset gathering strategies and how to incorporate compliant rollovers into our practice with the support from RLC. RLC specializes in being experts on over 5,700 company-specific retirement plans throughout the country. If you have a client that contributes to a workplace retirement plan (401(k), 403(b), or nonqualified) or is covered by a pension plan, chances are that RLC can help you become an expert and show you how to identify hidden opportunities that are often missed by other financial professionals.

      The session will cover topics including:

      • In-service distributions from employer sponsored retirement plans
      • Employer stock and Net Unrealized Appreciation (NUA)
      • Lump Sum Distributions from Defined Benefit Plans
      • Tax Efficient Rollovers to Roth IRAs
      • How to Incorporate Pension De-risking Activities into Client Conversations

      Watch Today

    • Demand Stays Strong for Cash Balance Plans

      Did you know that there’s still time to help your clients achieve larger tax deductions for the 2020 tax year — not to mention stepped-up retirement savings — through Cash Balance plans? The SECURE Act extended the timeline to set up a new Cash Balance plan to a business’s tax filing due date, including extensions.

      As we welcome in 2021, there are still opportunities for business owners to take advantage of establishing a Cash Balance Plan for 2020 Plan Year. Although many things changed in 2020, we can still count on two guiding principles in the retirement plan business. First, many business owners and highly paid entrepreneurs are still looking for ways to lower their tax burdens. In fact, tax-saving strategies may be more important than ever before. At the same time, offering the most attractive benefits packages to the most valued employees gains greater significance as employers continue to navigate the challenges of the COVID-19 pandemic crisis.

      Please join TRA and Retirement Learning Center (RLC) for an exclusive webinar to learn how to identify and prospect potential takeover cash balance plans near you.

      Cash Balance Plans continue to be the fastest-growing segment of the retirement plans market, in part because they:

      • Allow for substantially larger tax-deductible contributions versus other types of plans.
      • Help business owners attract and retain top talent.
      • Are both cost- and tax-efficient.
      • Allow for varying contribution levels.
      • Can be added to another qualified plan.

      In this webinar, TRA’s Cash Balance Plan Consultant Tom Powell will present:

      • Why Cash Balance Plans are so popular — especially now.
      • How to identify qualifying candidates.
      • Sales tactics and timelines for the 2021 selling season.

      If you’d like to increase access to new client relationships, identify new sales opportunities and win new business you won’t want to miss this session.

      Watch Today

    • Don't Miss "The Next Wave" - CalSavers - 2021 New Business Retirement Plan Opportunities!!!

      Hosted by Pam Mayer of TRA and James Swartz and Matt Spicer of Ascensus

      Are you ready for “The Next Wave” of California employers that will be impacted by the State’s CalSavers program? Employers with more than 50 employees who do not offer a retirement savings plan have until June 30, 2021, to make a decision. This State mandate opens an incredible opportunity for Advisors to help their business owner clients evaluate their options including establishing a qualified retirement plan for their business. These plans, like a 401(k)/Profit Sharing plan can greatly benefit business owners with the potential for substantial tax savings as well as help attract and retain quality employees.

      Please join us to learn valuable information and the consultative approach you can take to help your California based employers with a business retirement plan. We are going to make it easy for you!

      What we are going to discuss:

      1. Overview of the CalSavers Program
      2. Ideal Retirement Plans for Businesses
      3. Creating a winning Plan Design – DC/DB Combo Plan
      4. Your Next Steps to Success

      Watch Today

    • Washington Pulse: Practical and Tactical Actions for Plan Sponsors

      The U.S. retirement savings system has seen dramatic changes over the years. Now, with the switch in administration in Washington, there is every indication the evolution will continue. This course addresses new and proposed regulatory and legislative directives as they pertain to workplace retirement plans and IRAs, and provides practical and tactical actions for plan sponsors and their advisors to consider.

      Learning Objectives:

      • Quantify the enforcement efforts of the DOL
      • Understand the IRS and DOL’s top enforcement priorities for retirement plans and IRAs
      • List the latest retirement‐related initiatives proposed and finalized in Washington
      • Identify current hot topics in the industry and learn practical and tactical take-aways

      Watch Webinar

    • Practical & Tactical Actions for Small Business Owners

      It’s not what you earn—it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees.

      Join John Carl, founder and President of RLC, and learn about strategies such as applying the 199A tax deduction, using qualified and executive compensation arrangements to increase retirement income security, and implementing a plan governance process to mitigate fiduciary liability, as well as others.

      Learning Objectives
      1. Determine which retirement plan contributions count towards PPP loan forgiveness.
      2. Understand the basics of the 199A tax deduction for small businesses.
      3. Use retirement plans to achieve business goals.
      4. Learn the elements of a plan governance process.
      5. Identify popular executive compensation arrangements.
      6. Consider financial wellness programs for employees.

      You don’t want to miss this session. Register today!

      Watch Webinar

    • What you need to know about your upcoming retirement plan restatement process

      Plan sponsors using IRS pre-approved plan documents are required to amend their plan documents by July 31, 2022, for recent law and regulatory changes. Plan document language must also reflect any new discretionary operational choices made by the plan sponsor. The importance of having an up-to-date retirement plan document cannot be overstated. Failure to do so could result in serious tax consequences for the plan sponsor and participants.

      Even though the actual plan document need not be restated until 2022, the plan’s operations must conform to the various new requirements now. Thus, it is important to ensure the plan committee, service providers and participants are aware of the new provisions, and that they are carefully documented in the plan records.

      Please join Retirement Learning Center (RLC) and The Retirement Advantage, Inc. (TRA) if you would like to:

      • Understand the nuances of the plan restatement process
      • Learn about the plan changes under the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020
      • Explore ways to align your plan with organizational goals and needs
      • Know how to select the appropriate plan document and provider
      • Learn how to implement plan document and operational oversight
      • Control elements into your plan governance process

      Watch Webinar

    • Is the Retirement Plan Business Right for You?

      The retirement plan business offers tremendous opportunities. But it takes knowledge and resources to help plan sponsors and participants succeed. With the right information and guidance you can start building your retirement plan practice. And, more importantly, help serve more clients deeply.

      In this workshop, you’ll get established business-building techniques, tools, and data to help you:

      • Why be in the retirement plan business
      • 401(k) 101: Know the basics
      • Jumping into the retirement plan market and standing out
      • What’s the process look like?
      • You have sold a plan, now what?

      Watch Webinar

    • Creating an Effective Retirement Plan Brand

      Even the most successful plan advisors face a daunting challenge; how to remain relevant with clients and prospects against this landscape.

      If you want to know how you can tackle the challenges of creating and maintaining a compelling brand and how you can highlight your differentiators in the vast sea of sameness, view this webinar today.

      Randy Fuss, Practice Management Consultant for CUNA Mutual Retirement Solutions and Registered Corporate Coach, will share ideas on how you can communicate your unique message more effectively in this current environment where there is no in-person communication.

      Key takeaways from this program include:

      • Key Attributes of every effective brand
      • Building an impactful retirement plan brand
      • Rethinking your retirement plan dialog

      Watch Webinar

    • Finding Cash Balance Takeover Plans

      Even during these unprecedented times, business owners are still looking to save on taxes — and make sure that they and their employees have enough in retirement savings. In fact, many of your small business clients may need these benefits now more than ever. That means that many of these clients may be interested in Cash Balance plans.

      Cash Balance plans offer an exceptional blend of larger tax deductions and stepped-up retirement savings.

      Please join us to learn how to identify and prospect potential takeover cash balance plans near you.

      For this 30 minute webinar we will briefly review:

      • Quick overview of Cash Balance Plans
      • New Data Mining Tools with the DOL
      • Interpret the results
      • Identifying potential prospects
      • Probing Questions

      Watch Webinar

    • Year-End Retirement Plan Strategies

      Many business owners and highly paid entrepreneurs are still looking for ways to lower their tax burdens. In fact, tax-saving strategies may be more important than ever before. At the same time, offering the most attractive benefits packages to the most valued employees gains greater significance as employers navigate the challenges of the COVID-19 pandemic crisis.

      That’s why now is the best time to start — or expand — your business.

      In this webinar, TRA’s Director of Industry Relations John Markley will discuss why Cash Balance Plans and why they continue to be the fastest-growing segment of the retirement plans market ;and John Carl, Founder & President from RLC will review Practical and Tactical Actions for Small Business Owners.

      Cash Balance Agenda:

      • Why Cash Balance Plans are so popular — especially now.
      • How to identify qualifying Cash Balance candidates.
      • Cash Balance sales tactics and timelines for the 2020 – 2021 selling season.

      Practical and Tactical Actions Agenda:

      • PPP loan forgiveness
      • 199A tax deduction for small businesses
      • Elements of plan governance process

      Watch Webinar

    • Managed Accounts as a Differentiator for MEP & MEAP Plans

      Group 401(k) Plans have grown substantially in popularity. Since the introduction of group 401(k) plans under ERISA, Multiple Employer Plans (MEP) have been the most commonly used group retirement plan. However, the Lincoln Multiple Employer Aggregation Program (MEAP) may be a better retirement plan solution for your client’s organization’s needs.

      The Retirement Advantage, Inc. (TRA) is bringing together two experts from Lincoln Financial Group and The Retirement Advantage, Inc. (TRA) to help you determine if De-MEPing to endorse a MEAP is the right decision and the steps involved.

      The webinar will focus on:

      • Understanding – MEP’s & MEAP’s
      • How to use the Managed Accounts inside of MEP & MEAPs to Grow 401(k) Business
      • Simple Steps for DeMEPing to Endorse a MEAP

      Watch Webinar

    • 2021 SELLING SEASON: Bringing in the focus on the SECURE Act and Cash Balance Plans

      We are in the midst of the 4th quarter “qualified retirement plan” selling season and now is the time to refresh those key elements of the SECURE Act and to sharpen your knowledge on Cash Balance Plans. Cash Balance plans are becoming more significant for many business owners and highly paid entrepreneurs as they are interested in looking for ways to lower their tax burdens and save for retirement.

      Learn why NOW is the best time to start and expand your Cash Balance Plan business as well as taking advantage of those provisions that the SECURE Act has positively enhanced business retirement plans. Transamerica and TRA has put together this valuable Webinar featuring John Markley, Director of Industry Relations, expert in Cash Balance plans. Please join us on to discuss the following:

      Please join us Thursday, November 5th, as we discuss highlights of the SECURE Act, which include:

      • SECURE Act Highlights
      • Cash Balance Plans
      • Why Cash Balance Plans are so popular, especially now
      • Sales Tactics and how to Identify qualifying candidates
      • Timelines for 2020/2021 selling season.

      Watch Webinar

    • Win 401(K) Business! Simplify Your Client's Life in These Challenging Times!

      Today’s environment has forced employers to readjust how they run their business to be more efficient and to strive to get the most productivity out of their workforce; and the workforce is looking to the employer to provide a suite of important employee benefits and a safe work environment. Retirement Plans have become an extremely important employee benefit workers are demanding from employers. To meet the goals of both Employer and Employee, we (Paylocity, TRA, Voya) are here to help you accomplish this goal for your clients and for you to WIN business making it a “WIN, WIN” situation.

      We will introduce to you the efficiency, effectiveness, effortless way of making it a WIN for you and your client and their employees! We will discuss these important subjects:

      1. Preparedness for Employer – Payroll solutions
      2. Reduction of HR/Owner’s time, fiduciary liability and run efficient Plan operations
      3. Ease for Plan Sponsor and Participants to manage their Retirement Plan

      This will be a valuable educational seminar that you, the Advisor, will be able to immediately approach or discuss with prospects and clients.

      Watch Webinar

    • Use MEP & MEAP Concepts to Win 401(k) Business Now!

      Group 401(k) Plans have grown substantially in popularity. Since the introduction of group 401(k) plans under ERISA, Multiple Employer Plans (MEP) have been the most commonly used group retirement plan. However, the Lincoln Multiple Employer Aggregation Program (MEAP) may be a better retirement plan solution for your client’s organization’s needs.

      The Retirement Advantage, Inc. (TRA) is bringing together two experts from Lincoln Financial Group and The Retirement Advantage, Inc. (TRA) to help you determine if De-MEPing to endorse a MEAP is the right decision and the steps involved.

      The webinar will focus on:

      • Understanding – MEP’s & MEAP’s
      • How to use MEP & MEAP to Grow 401(k) Business
      • Simple Steps for DeMEPing to Endorse a MEAP

      Watch Webinar

    • Successful Selling in 2020

      Many things have changed thus far in 2020, but we can still count on two guiding principles in the retirement plan business. First, many business owners and highly paid entrepreneurs are still looking for ways to lower their tax burden.  In fact, tax-saving strategies may be of more interest than ever before. Secondly, companies are looking at how to offer the most attractive benefits packages to the highest valued employees that take on an even greater significance as employers navigate the challenges of the COVID-19 pandemic crisis.

      That’s why now is the best time to start — or expand — your Cash Balance Plan business.

      Cash Balance Plans continue to be the fastest-growing segment of the retirement plans market, in part because they:

      • Allow for substantially larger tax-deductible contributions versus other types of plans.
      • Help business owners attract and retain top talent.
      • Are both cost- and tax-efficient.
      • Allow for varying contribution levels.
      • Can be added to another qualified plan.

      In this webinar, TRA’s Director of Industry Relations John Markley will present:

      • Why Cash Balance Plans are so popular — especially now.
      • How to identify qualifying candidates.
      • Sales tactics and timelines for the 2020 – 2021 selling season.

      Watch Webinar https://attendee.gotowebinar.com/recording/2303848905119600385

    • Prudent Practices - A Common-Sense Approach for Plan Sponsors in a Changing Regulatory World

      During these challenging times we hope you are all safe and healthy. We can’t be together but would still like to stay in touch and offer as much value to you and your clients as possible. In that regard, please join our friends Eric Magyar at Janus Henderson Funds, along with Michael Quigley at Voya Financial.

      This seminar educates plan sponsors on the fiduciary environment created by the defunct DOL Fiduciary Rule, highlights the different advisor business models that have emerged and provides ways to identify conflicts of interest.

      Topics include:

      • What Is a Fiduciary?
      • Who Is a Fiduciary?
      • What Are the Different Types of Advisor Business Models?
      • How Can I Better Identify Potential Conflicts of Interest?
      • What Are Some Additional Questions I Should Ask My Provider?
      • What Are Some Prudent Practices and Processes?

      Watch Webinar

    • Pension Risk Reduction in the Current Marketplace

      The Retirement Advantage, Inc. (TRA) is bringing together two experts from Principal Financial and TRA, to help you understand the current state of Defined Benefit Plans and how to effectively manage this benefit in a low interest rate environment.

      Please join us as we help you understand:

      • Is it time to terminate your frozen Defined Benefit Plan
      • Should I change my asset allocation?
      • Proposed new strategies
      • Accounting and tax implications

      Watch Webinar

    • Demand Stays Strong for Cash Balance Plans

      Many things have changed thus far in 2020, but we can still count on two guiding principles in the retirement plan business. First, many business owners and highly paid entrepreneurs are still looking for ways to lower their tax burdens. In fact, tax-saving strategies may be more important than ever before. At the same time, offering the most attractive benefits packages to the most valued employees gains greater significance as employers navigate the challenges of the COVID-19 pandemic crisis.

      That’s why now is the best time to start — or expand — your Cash Balance Plan business. And that’s why I’m inviting you to join me for an exclusive webinar on Tuesday, August 25, 2020: Demand Stays Strong for Cash Balance Plans.

      Cash Balance Plans continue to be the fastest-growing segment of the retirement plans market, in part because they:

      • Allow for substantially larger tax-deductible contributions versus other types of plans.
      • Help business owners attract and retain top talent.
      • Are both cost- and tax-efficient.
      • Allow for varying contribution levels.
      • Can be added to another qualified plan.

      In this webinar, TRA’s Director of Industry Relations John Markley will present:

      • Why Cash Balance Plans are so popular — especially now.
      • How to identify qualifying candidates.
      • Sales tactics and timelines for the 2020 – 2021 selling season.

      There will also be time for questions and answers. Whether you are just starting a Cash Balance Plans business or are a seasoned pro, you won’t want to miss this webinar.

      Watch Webinar

    • Roundtable Presentation - MEPs & PEPs

      Many things have recently impacted the group retirement plan space. Some of these impacts have been very positive while others leave advisors and Plan Sponsors with more questions and an unclear outlook to the future. In our efforts to provide some clarity and direction on these changes and their impacts, The Retirement Advantage (TRA) has teamed up with Mass Mutual to bring some of the top minds in the field today for an open table discussion focusing on the top topics surrounding group plans today. We will be covering details and answering questions surrounding Multiple Employer Plans (MEP) as well as the newly identified Pooled Employer Plans (PEP) and the impact that the SECURE Act has had on these types of platforms as well as other recent litigation.

      Watch Webinar

    • Win and retain more plans with the art of the one-meeting close

      With greater insight and the right support and tools, prospecting for new retirement plan business need not be complicated or time consuming. Many plan sponsors often are looking for two things above all else:

      • A low-cost target date series with a history of superior investment results
      • A low-cost, high-quality recordkeeping solution

      Unveiling the art of the one-meeting close:
      How could you incorporate this kind of insight into your sales approach? Lean on us. Capital Group, home of American Funds, and TRA has tested and perfected a simple, but highly effective, prospecting process that can help save you (and your clients) time and effort.

      Watch Webinar

    • Expanding an Effective Retirement Plan Brand

      Even the most successful plan advisors face a daunting challenge; how to remain relevant with clients and prospects against this landscape.

      If you want to know how you can tackle the challenges of creating and maintaining a compelling brand and how you can highlight your differentiators in the vast sea of sameness.

      Randy Fuss, Practice Management Consultant for CUNA Mutual Retirement Solutions and Registered Corporate Coach, will share ideas on how you can communicate your unique message more effectively in this current environment where there is no in-person communication.

      Key takeaways from this program include:

      • Key Attributes of every effective brand
      • Building a impactful retirement plan brand
      • Rethinking your retirement plan dialog

      Watch Webinar

    • Casting a Wider Net - Harness the Power of Making Contacts Virtually

      Most successful retirement plan advisors and third-party administrators instinctively know how to network successfully but far fewer fully harness the power of making contacts virtually.

      To learn how to build an effective retirement plan brand and, even more important, building out an effective LinkedIn profile, view this webinar.

      Randy Fuss, Practice Management Consultant for CUNA and Registered Corporate Coach, will share ideas on how, through the power of links, you can use social media to dramatically expand your retirement plan referral network.

      You don’t want to miss out on this informative event!

      Key takeaways from this program include:

      • Review Attributes of a Unique Brand
      • Effective Use of Social Media Marketing
      • Multiply Your Retirement Plan Referral Network

      Watch Webinar

    • CARES Act: Building Resiliency for Retirement Plans

      The $2 trillion CARES Act has landed on the US economy. No doubt your retirement plan clients have asked for help deciphering the Act’s provisions – and perhaps you have questions, too. Plus there’s additional guidance forthcoming that will further define the Act’s implications for retirement plans.

      To help you sort through it all, The Retirement Advantage, Inc. (TRA) is hosting a webinar for financial advisors:

      The CARES Act: Building Resiliency for Retirement Plans

      In the webinar, John Markley, TRA’s Industry Relations Director and Lisa Showalter, TRA’s Business Development Director, will address these key CARES Act topics for retirement plans:

      • Relief for Participants
      • Relief for Plan Sponsors
      • Delayed Amendment Deadlines
      • Delayed Filing Deadlines
      • Anticipated New Guidance

      Watch Webinar

    • Multiple Employer Plans, Pooled Employer Plans and MEAPs - Under the SECURE Act

      The SECURE Act is the most significant retirement legislation since PPA 2006. SECURE is designed to help more people save for retirement, but what exactly are the changes and what is the impact of these changes for advisors and employers?

      Login today for a SECURE Act presentation predicated on helping Financial Advisors to deliver the most suitable type of group plan for their clients to offer to their employees.

      Trey Galuppi, TRA’s MEP Specialist, and Jim McCrory Lincoln Financial Distributors Director of Group Retirement Plan Sales, will address the impact recent legislation on existing retirement plan platforms, new opportunities and why you should partner with an independent TPA like TRA.

      • MEPs (Multiple Employer Plans)
      • PEPs (Pooled Employer Plans)
      • MEAPs (Multiple Employer Aggregation Program)

      Our focus is on helping advisors determine which plan platform is right for which clients.

      Watch Webinar

    • SECURE Act - Legislation's Impact on Retirement Plans

      The “Setting Every Community Up for Retirement Enhancement” Act, known as the SECURE Act, is the most significant retirement legislation since PPA 2006. SECURE is designed to help more people save for retirement, but what exactly are the changes?

      Click on the link below for a SECURE Act presentation prepared specifically for Financial Advisors! John Markley, TRA’s Industry Relations Director and Lisa Showalter, TRA’s Business Development Director will address the legislation’s impact on retirement plans and why you work with an independent TPA.

      Please join us Thursday, January 23rd, as we discuss highlights of the Secure Act, which include:

      • Financial incentives (tax credits) for employers starting a retirement plan
      • Encouragement to auto enroll, auto escalate
      • Open MEPs permitted
      • Annuity products in 401(k) plans
      • Employers to set up retirement plans until the due date, including extensions, for their tax return
      • More flexible 401(k) Safe Harbor contributions

      Watch Webinar

TRA — Webinars

Interested in developing your retirement plan and industry related knowledge to grow your business?

The Retirement Advantage, Inc. (TRA) is excited to introduce a new platform for retirement advisor training. Attend or view our webinars and learn how to effectively sell the value added benefits of TRA, partner products and become an even stronger technical resource for your clients.

Our Subject Matter Experts (SME’s) and Distribution team have collaborated to put together a series of presentations providing the tools necessary to develop both TRA product/service awareness and general technical knowledge.

Topics will rotate and include actionable educational content, product/service overviews, technical selling, identifying ideal candidates, problem solving and more.

Sign up for our quarterly newsletter and stay on top of what is up and coming or contact your RSC to host a webinar in your area.

Interested in a specific topic? Let us know! E-mail us at info@tra401k.com.

Connect with TRA’s Regional Sales Consultant to Coordinate a Webinar in your Area

We make your job EASY…
We make you look GOOD…
We help you WIN more business!™

  • This field is for validation purposes and should be left unchanged.