Strategic Results: TRA’s New Heights in Service and Support

• TRA has undergone a dramatic shift in our strategic approach in the marketplace, placing an even greater emphasis on client service improvements. Over the past couple years, our solutions have significantly benefited our clients, enhancing both their top and bottom lines. These solutions, once “behind the scenes,” are now front and center due to their remarkable impact.

  As a recognized leader in the industry, our excellence is reflected in our long-standing client relationships and numerous industry accolades. What truly sets TRA apart, however, is our unwavering commitment to going above and beyond in delivering exceptional service and support to our clients.

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    Request For Proposal

    • First Name*
    • Last Name*
    • State*
      STATE*AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
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    • Employer Name
    • Preferred Plan Provider
      PREFERRED PROVIDERAmerican FundsAmeritasAspireAXAEmpowerGuardianJohn HancockLincoln FinancialMass MutualMutual of OmahaNationwideOhio National Financial ServicesOneAmericaPrincipal Financial GroupTransAmericaVoyaOther
    • New or Conversion
      NEW OR CONVERSIONNewConversion
    • Plan Type*
      PLAN TYPE*401(k)403(b)457(b)Cash BalanceCross-TestedDefined BenefitMoney PurchasesGroup 401(k): MEP, PEP, MEAPProfit SharingSafe Harbor 401(k)Solo(k)
    • 3(16) PARS
      3(16) PARSYesNo
    • Broker-Dealer
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    • Current Assets
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Future Initiatives

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    Electronic Participant Notices for our 3(16) Enhanced Plans

    Enhance Communication with TRA:

    • Eliminate Mailing Hassles: No more mailing notices to participants, saving time and resources.
    • Seamless Email Collection: We obtain participant email addresses directly from the plan provider.
    • Efficient Notice Distribution: We obtain notices and send pertinent notices from TRA or the recordkeeper, sending them electronically.
    • Engagement Tracking: We track whether participants engage with the electronic notices.
    • Backup Hard Copy Notices: If participants do not engage with the electronic notice, a hard copy is sent to their address on file.
    • Lost Participant Search: If hard mail is returned, we initiate a search to reconnect participants with their assets.
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    Payroll Integration Solution

    Streamline Your Workflow with TRA:

    • Seamless Authorization: Clients can easily grant TRA access to their payroll data through supported payroll providers.
    • Effortless Year-End Census: With access, TRA can automatically prepopulate year-end census requests, requiring clients only to review and approve.
    • Efficient Processing: Access to termination dates and hours of service enables TRA to handle withdrawal requests swiftly and accurately.
    • Enhanced Services Simplified: Clients using our 3(16) Enhanced services no longer need to provide ongoing payroll feeds, as TRA will have direct access to this information.