Pages
- Actuarial Services
- Stewart Companies
- The Retirement Advantage, Inc. (TRA) Acquisition Strategy
- #1328 (no title)
- BENEFIT STRATEGIES, INC. ACQUIRED BY THE RETIREMENT ADVANTAGE, INC.
- Gillespie and Company of Virginia acquired by The Retirement Advantage, Inc.
- Scholz & Friends Enlightened Retirement Group, Inc. acquired by The Retirement Advantage, Inc.
- Markley Resources
- Proposal Request Thank You
- Smart Submission Guide
- Thank You
- 2019 Cash Balance Contribution Limits
- 403(b) Plans
- 457(b) Plans
- 5 Winning Ways to Maximize Your Selling Season
- 5500 Login
- 5500 Login Page
- Acquirer Profile
- Automatic Rollovers
- Cash Balance Plans
- Department of Labor Audit Checklist
- CRM Directory Direct Link
- FAQ
- Cross-tested Plans
- Electronic Distribution of Required Participant Notices and Disclosures
- Example Table Shortcode Page
- Form 5500
- Form 5500 Assistance
- Form 5500 Technical Resources
- Frozen Defined Benefit
- Instructions for Obtaining 5500 Signing Credentials at the DOL Website
- Merrill Lynch RFP
- Money Purchase Plans
- Multiple Employer Plans (MEP)
- Pension Protection Act
- Plan Restatement Deadline
- PLANADVISERS’s Top 100 Retirement Plan Advisors
- Premier Client Emails
- Profit-sharing Plans
- PSA Instructions
- Quick Tips for 5500 Prospecting
- Regional Sales Consultants
- Roth 401(k) Plans
- Safe Harbor 401(k) Plans
- SIMPLE 401(k) Plans
- What is a Third Party Administrator (TPA)?
- Solo 401(k) Plans
- Solo Defined Benefit
- TRA Community Involvement
- Traditional 401(k)
- Welcome to TRA
- Homepage
- Employers
- Financial Advisors
- Employees
- About
- Careers
- Contact
- Privacy
- Terms of Use
- Site Map
News Articles
- Year-End Audit: Comply with Confidence
- Plan Sponsors: How to File Form 5500
- WEBINAR - Capture the Opportunity in Cash Balance Plans in 2019
- The Retirement Advantage, Inc. Expands Consulting Capabilities and National Footprint
- TRA Offers Complimentary Business Assessment to TPA Owners through Year-End 2019
- American Retirement Expectations Vary by Ethnicity and Culture
- Plan Sponsors Ask...
- Where They Stand, Where They Are Headed: Can You Help Employees Save (or Save More)?
- Plan Sponsors Ask...
- Financial Literacy: Employees Who Know More Save More
- Plan Sponsors Ask...
- 7 Mistakes People Make When Choosing a Financial Advisor
- 10 Tips for Better Retirement Savings Behavior
- Plan Sponsors Ask...
- Three Reasons Why Baby Boomers Are In (Serious) Retirement Trouble
- TRA's John Markley Goes To Washington for ARA and GAC Meetings
- The Retirement Advantage Welcomes Two New Regional Sales Consultants
- Plan Sponsor's Quarterly Calendar
- 403(b) Plans Should Get Ready for IRS Initiatives
- Plan Sponsors Ask....
- House Passes Secure Act Retirement Bill
- Cybersecurity is important to you…it’s important to us too!
- The Retirement Advantage, Inc. Acquires Gillespie & Company of Virginia
- Traditional Accounts Continue Sharing the Stage with Roth Accounts
- Plan Sponsors Ask...
- TRA Introduces Julie Costello, New Regional Sales Consultant
- Trends for which Retirement Plan Sponsors Should Look
- The Retirement Advantage Hires New York / New Jersey Regional Sales Consultant
- Will A Cash Balance Plan 401(k) Combo Secure Your Retirement?
- What is the deadline for an employer to adopt a restated version of an IRS pre-approved plan?
- The Importance of Financial Wellness
- Q & A – Plan Sponsors Ask
- Nothing is Certain for the Retiree But.... Taxes
- Squeeze Play: Gen Xers Especially Feel the Pinch
- Open MEPs Will Be a Retirement Plan Market Disruptor
- Tying HSAs to Retirement Savings
- The Retirement Advantage, Inc. Acquires Quality Pension Services, Inc.
- The Retirement Advantage (TRA) News
- TRA Hires a Texas Regional Sales Consultant
- Q & A - Plan Sponsors Ask
- Year-End Data Collection
- Craig Harm, the new Key Account Manager for The Retirement Advantage
- Retirement Expectation Versus Reality: Communication Opportunities at the Crossroads
- Finding the Right Balance with Company Stock
- The Retirement Advantage, Inc. Acquires The Condon Company (TCC)
- Plan Sponsors Ask...
- How Student Loan Debt Impacts Retirement Savings
- Plan Sponsors Ask...
- 2017: A Good Year for Participants
- Plan Sponsors Ask...
- Q & A - Plan Sponsors Ask
- Setting Realistic Expectations about Work in Retirement
- Two TRA Associates Recognized at the ASPPA Annual Conference
- Projected 401k and Retirement Plan Limits for the Tax Year 2019
- Q & A - Plan Sponsors Ask
- Investment Assistance Via Managed Accounts, TDFs
- Q and A – Plan Sponsors Ask
- DOL Drops Off MEP Proposal at OMB
- Employees Prefer a Retirement Paycheck
- WEBINAR - Selling Cash Balance Plans in 2018
- Cash Balance Plans Top $1 Trillion
- Simplify 401(k) plan administrative requirements
- IS YOUR PLAN SAFE???
- TRA Introduces Matt Solomon, New Regional Sales Consultant
- A Look Inside the Average 401(k) Plan: How Your Plan Compares
- TRA Announces the Launch of our New Website
- Taxes Deferred with a Cash Balance Plan
- Retirement Plan Deadlines Approaching
- Sample Qualifying Questions for Retirement Plan Opportunities - Business Owner Focused
- Retirement Plan Distributions
- HSA vs 401(k) - Do you and your employees know the difference?
- Who is an Employee?
- Cash Balance Opportunities under the Tax Cuts and Jobs (TCJA) of 2017
- The Retirement Advantage Announces Jeffrey Schreiber as New Director of Sales
- Taking Advantage of the New Tax Laws
- Markley/TRA will be at 146th Lancaster Chamber Annual Dinner
- Prioritizing Providers
- Attract Millennials with Values- Based Investment Options
- Sample Qualifying Questions For Retirement Plan Opportunities
- The Retirement Advantage, Inc. Acquires Markley Actuarial Services, Inc.
- Advisor Tips - The Benchmarking Process
- Q and A - Plan Sponsors Ask - How To Find Lost Participants
- 2018 Retirement Trends to Watch
- Tackle Financial Stress with Education
- Q and A: Is the IRS still focusing on employer sponsored retirement plans?
- 5 Ways Owners Can Use The Plan
- DISRUPTION: Transamerica’s New TPA Requirement Denotes Industry Pressures
- Q and A: What are some of the reasons people don’t participate in our 401(k) program or don’t contribute enough?
- TRA Associate Highlight
- Did you know you can get “CREDIT” for contributing to your retirement plan?
- Q and A: Are there fees involved with the 401(k) plan
- The Retirement Advantage, Inc. Acquires Applied Plan Administrators, LLC
- TRA Acquires Actuarial Consulting Services
- When Employees Retire Matters to Them... and to Employers
- Fewer at Risk for Having Inadequate Income in Retirement
- Overcoming the Lag In Women's Retirement Saving
- How to Optimize a 401(k) Plan for Employer, Employees
- TRA Hires Grant Livingston As Regional Sales Consultant
- What Happening With The DOL’s Fiduciary Rule?
- Commitment to DC Plans Remained Strong in 2016
- Gen X Must Commit to Personal Savings to Secure Retirement
Services
- Health Savings Account
- Business Valuations and M&A Services
- Compliance Restoration
- Plan Comparison
- Fiduciary Liability Insurance
- ERISA/Fidelity Bond
- Plan Administration
- Plan Document Maintenance
- 3(16) Plan Administration Relief Services (PARS)
- Plan Design
- Consulting
Support
Resources
- Why TPA - For Plan Advisors
- Why TPA - For Plan Sponsors
- Download Year-end Data Checklist
- Small Business Tax Credit for 401(k)
- Annual Contribution Limits
- Newsletter
- Important Dates
- Calculators
- Forms
