Pages
Document Restatement Guide
McCaw & Salesberry Retirement Solutions, LLC Acquired by The Retirement Advantage, Inc.
New Appleton Location
R. Bruce Tanner & Associates, Inc. Acquired by The Retirement Advantage, Inc.
Recordkeeper Request
Resource Sitemap
- BENEFIT STRATEGIES, INC. ACQUIRED BY THE RETIREMENT ADVANTAGE, INC.
- BIPARTISAN BUDGET ACT OF 2018
- CA Saves
- COVID-19 FAQs
- COVID-19 Resources
- Cycle 3 Restatement Guide
- Employee Benefit Consultants of Florida, Inc. Acquired By The Retirement Advantage, Inc.
- Julie Costello
- Plan Sponsor Portal Instructions
- PLANTECH, LLP. ACQUIRED BY THE RETIREMENT ADVANTAGE, INC.
- Premier Advisor Group
- Scholz & Friends Enlightened Retirement Group, Inc. Acquired By The Retirement Advantage
- Stewart Companies
- The Retirement Advantage, Inc. (TRA) Acquisition Strategy
- Uninterrupted service – Keeping our commitment to you
- Webinar Series
- Year End Census Data Collection
- #1328 (no title)
Fred Shapiro & Associates, 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
- Smart Submission Guide – 403(b) Conversion
- Smart Submission Guide – 403(b) Startup
- Smart Submission Guide – CB-DB
- Smart Submission Guide – Conversion
- Smart Submission Guide – Solo(K) Conversion
- Smart Submission Guide – SoloK Startup
- Thank You
- 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
- MILLENNIUM’S STEP-BY-STEP GUIDE TO AUTOMATIC IRA 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 Filing 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
- PlanSponsorLink
- 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)
- Retirement Planning, Inc. (RPI) IS NOW A DIVISION OF TRA
- Homepage
- Employers
- Financial Advisors
- Employees
- About your Third Party Administrator
- Careers
- Connect with a Fiduciary Consultant
- Privacy
- Terms of Use
- Site Map
News Articles
- PRESS RELEASE – TRA Completes Acquisition of Rosenfeld/Tortu Retirement Planning Co., Inc.
- Case of the Week – Retirement Plan Benefits and Prenuptial Agreements Do Not Mix
- DOL Unveils Cybersecurity Guidance
- Case of the Week – The Line Between Education and Fiduciary Advice
- How to make a legitimate $28,000 IRA contribution
- Case of the Week – Linking Student Loan Repayments and 401(k) Plan Contributions
- Case of the Week – Limited Liability Companies and Income for Plan Purposes
- Case of the Week – Definition of Compensation when Safe Harbor Match Eliminated Mid Year
- ARA Wins Removal of COLA Freeze from COVID Relief Bill (UPDATED)
- Case of the Week - Lump Sum Distribution Triggers and NUA
- Case of the Week – Plan Establishment Deadlines
- PRESS RELEASE - TRA Celebrates 25th Anniversary
- Why a GA TPA Sold
- PRESS RELEASE - TRA Starts 2021 with Acquisition of R. Bruce Tanner & Associates, Inc.
- Case of the Week – Covid-Related Paid Sick Leave and Salary Deferrals
- The Pandemic’s Impact on Savings Behaviors: Comparing Past and Present
- When Times are Tough, Plan Sponsors Look to Consultants for Guidance
- Four Risks Participants May Not Know They’re Facing
- THRIVING, NOT JUST SURVIVING
- Case of the Week - Coronavirus-Related Distributions and State Tax Withholding
- The Retirement Advantage, Inc. (TRA) Announces Their 4th Acquisition For 2020
- Case of the Week - Qualified Charitable Distributions in 2020
- Case of the Week - Retirement Plans for Statutory Employees
- SECURE Act Changes Loom
- Case of the week - Still Time for a 2020 Nonelective Safe Harbor Plan?
- It’s Benefit Fair Season!
- Case of the Week - 401(k) Plan and Embezzlement
- Women and Retirement: Expectations Met or Missed?
- Cash Balance Funding Issues
- IRS Announces 2021 Contribution Limits
- TRA Adds Sam Spearman as Regional Sales Consultant
- Case of the Week – 10/19/20
- PRESS RELEASE - TRA Adds Again with Acquisition of McCaw & Salesberry Retirement Solutions, LLC
- Case of the Week – 10/12/20
- Case of the Week – 9/28/20
- Case of the Week - 9/22/20
- Plan Sponsors Ask...
- 401(k) Plans Remain Important for Employees’ Futures
- Case of the Week - 9/8/20
- Case of the Week - 8/26/20
- Fiduciary Issues and Coronavirus: What You Should Know
- Plan Sponsors Ask...
- Plan Sponsors Ask...
- Case of the Week - 8/11/20
- Communicating Through Volatility
- Notice 2020-51: The How-To Guide on Waiving and Rolling Over 2020 RMDs
- PRESS RELEASE - The Retirement Advantage, Inc. (TRA) and Retirement Learning Center (RLC) Announce Strategic Partnership
- IRS Issues Guidance on Mid-Year Amendments to Certain Safe Harbor Plans
- DOL Unveils New Fiduciary Rule Proposal
- TRA’s Simple, Cost-Effective Plan Document Maintenance Solution
- Updated Definition of Qualified Individual - CARES Act
- The Retirement Advantage, Inc. Expands National Footprint with Acquisition of PlanTech, LLP
- The Impact of the SECURE Act on Frozen Pension Plans
- How Does the New Section 199A Deduction Work?
- Plan Sponsors Ask...
- Supreme Court Limits Fiduciary Breach Lawsuits
- The Retirement Advantage, Inc. Provides Key Information for Retirement Plan Advisors
- PRESS RELEASE - The Retirement Advantage Expands Western Sales Staff
- Addressing GenY Barriers to Retirement Savings
- How The Retirement Advantage Shifted 70 Employees to Remote Work In One Week During the COVID-19 Crisis
- Plan Sponsors Ask...
- Financial Well-Being Makes Retirement More Accessible
- CARES Act Q and A
- The SECURE Act: Key Items for Plan Sponsors
- Coronavirus and Your Plan: What You Need to Know Now
- CARES Act - Cheat Sheet
- WEBINAR - CARES Act - April 22 - 1PM EST
- TRA's COVID-19 Resource Page
- PRESS RELEASE - The Retirement Advantage Appoints Darin Erdmann As National Sales Manager
- SECURE ACT WEBINAR SERIES – From MEPs to PEPs & More: What Advisors Need to Know - Summary
- Employer Responses to COVID-19: Suspending Employer 401(k) Contributions
- Senate Bill Expands Retirement Plan Access for Coronavirus Impact(s)
- ARA Crafts Proposal to Provide Retirement Plan Funding Relief for Small Businesses
- ARA Presses for Retirement Plan Relief in Coronavirus Stimulus Bill
- ARA Pushes for Plan Filing Relief Due to Coronavirus Impact
- Confidence Comes with Knowing Who Is a Fiduciary
- Q & A – PLAN SPONSORS ASK
- Retirement Savings and Plans Don’t Always Align
- SECURE Act WEBINAR Series - MEPs and PEPs - March 25th - 1 PM EST
- Lunch and Learn Seminar - Cash Balance Plans Accelerate Retirement Saving - RENO, NV
- SECURE Act Update – Penalties for Late Filings
- SECURE Act - Tax Credit
- A Veteran TRA Regional Sales Consultant Returns
- Expanding 401(k) Plan Coverage for Long-Term Part-Time Employees
- SECURE Act Alert: Big Increases in Late-Filing Penalties
- The Retirement Advantage, Inc. Hires Trey Galuppi as Multiple Employer Plan (MEP) Specialist
- Q & A – PLAN SPONSORS ASK
- Transitioning to Retirement: How the Plan May Help
- SECURE Act Webinar - Bringing the SECURE Act into Focus for 2020 - Summary
- The Retirement Advantage, Inc. Continues Expansion of National Footprint with Acquisition of Fred S. Shapiro & Associates, Inc.
- Q & A – PLAN SPONSORS ASK
- SECURE (Setting Every Community Up for Retirement Enhancement) Act Becomes Law
- SECURE ACT WEBINAR - JANUARY 23, 2020 - 1 PM EST
- Our Appleton Office is Moving on Monday, December 16, 2019
- Plan Sponsors Ask... Q & A - Retirement plan knowledge quiz
- 401(k) loan benefits are stressing employees out
- Auto-Features Accomplished; What’s Up Next?
- Clever Tactics To Help Employees Achieve Retirement Success
- IRS Contribution, Benefit Limits for 2020 in Detail
- Q & A - Plan Sponsors Ask
- 2018 Success…and Turbulence
- DOL Proposes New Electronic Delivery Safe Harbor
- 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
- 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
- Actuarial Services
- Health Savings Account
- Retirement Learning Center (RLC)
- Business Valuations and M&A Services
- Retirement Plan Compliance Restoration
- 401(k) & Retirement Plan Comparison
- Fiduciary Liability Insurance
- ERISA/Fidelity Bond
- Retirement Plan Administration
- 401(k) Plan Document Maintenance Program
- 3(16) Plan Administration Relief Services (PARS)
- 401k Plan Design
- Retirement Plan Consulting
Support
Resources
- Webinars
- CARES Act
- SECURE Act
- Why TPA - For Plan Advisors
- Why TPA - For Plan Sponsors
- Year-end Data Checklist
- Small Business Tax Credit for 401(k)
- Annual Contribution Limits
- TRA Plan Sponsor Newsletter
- ERISA Compliance Deadlines & Reporting Dates
- 401(k) Calculators
- Beneficiary & Participant Forms
