2024 Savings Sprint - Go for Gold

Now through December 31, 2024, we’re waiving our set up and conversion fees for all Defined Contributions Plan sales,
On average, clients will save 40% on standard year-one administrative fees.
Click Here To Get Started

401(k) Plan Options

At The Retirement Advantage, Inc. (TRA), we recognize the distinct financial aspirations of both individuals and businesses. Our commitment to tailoring solutions to your unique goals is reflected in our diverse range of 401(k) plans. We invite you to delve into our 401(k) options to discover the one that aligns perfectly with your objectives.
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  State*
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  Preferred Plan Provider
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Safe Harbor 401(k) Plans

Safe Harbor 401(k) plans are designed to bypass annual compliance tests, providing a more straightforward administration process for business owners. This plan is ideal if you’re a 401(k) administrator looking for less hassle and a clear option. It requires employers to contribute either as a match or as a non-elective benefit to all eligible employees.

Learn More: Safe Harbor 401(k) Plans

EZ Solo 401(k) Plans

For self-employed individuals or businesses with no employees other than the owner and their spouse, the Solo 401(k) plan is tailored for the solo 401(k) administrator. This plan offers flexibility in contributions and the ability to make more significant tax-deductible contributions compared to other 401k investment options.

Learn More: EZ Solo 401(k) Plans

Start-Up 401(k) Plans

If you’re launching a new business, our Start-Up 401(k) plan options can help you set the financial foundation for both you and your employees. These plans offer manageable fees and are streamlined for easy 401(k) administration, making it the ideal choice for burgeoning enterprises.

Learn More: Start-Up 401(k) Plans

Traditional 401(k) Plans

The Traditional 401(k) investment options offer a balanced approach to retirement planning. It allows employers and employees to make contributions and is highly customizable to meet specific business needs. As a 401(k) administrator, you’ll appreciate the various options for matching and vesting.

Learn More: Traditional 401(k) Plans

LOOKING FOR A MORE DETAILED INQUIRY?

REQUEST FOR PROPOSAL

First Name*
Last Name*
Phone*
Email*
State*
Postal Code*
Preferred Plan Provider
New or Conversion
Plan Type*
3(16) PARS
Broker-Dealer
Number of Eligible Employees
Current Assets
How Did You Hear Of TRA
Comments
Name
This field is for validation purposes and should be left unchanged.

40223

Consider TRA's 3(16) Fiduciary Services & Plan Administration

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

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