The Retirement Advantage, Inc.

(on nicolet)
Financial and Investment Services in Appleton, WI
Financial and Investment Services
Financial Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

600 S Nicolet Rd
Appleton, WI
54914

About

As a leading national retirement services company with 401K expertise, we provide third-party administration and fiduciary services for employers, advisors and individuals. We offer a streamlined approach to retirement planning with exceptional customer service.

Photos

The Retirement Advantage, Inc. Photo The Retirement Advantage, Inc. Photo The Retirement Advantage, Inc. Photo The Retirement Advantage, Inc. Photo

Latest

Did you know our #TRAexperts can provide sales and marketing support to #financialadvisors? This includes, but is not limited to, free proposals and illustrations, competitive analysis, field support and closing presentations, and more. Keep reading > https://tra401k.com/support/marketing-sales-support/
CREATING THE RIGHT PLAN FOR YOU: #401K Plan Design As your business grows, your needs change. Your #retirementplan is no different. At TRA, we help you at all stages of your business growth to make sure your retirement plan keeps pace with your needs, now and into the future. Keep reading > https://tra401k.com/services/plan-design/
Is your #retirementplan out of compliance? TRA can help. With all the rules surrounding establishing and maintaining a qualified plan, at some point #plansponsors may find themselves in a situation where their plan is out of compliance. Keep reading > https://tra401k.com/services/compliance-restoration/ TRA401K.COM Retirement Plan Compliance Restoration - TRA
Through flexible and innovative plan design, TRA can provide you with the best customized #retirementsolutions. We also guide you through the technical industry jargon and regulations to be certain you understand the process and what’s required to both comply and prosper. Keep reading > https://tra401k.com/employers/
TIME'S ALMOST UP! You don't want to wait another minute! Sept. 30 is the deadline for distributing Summary Annual Report (SAR) to participants (provided the deadline for Form 5500 was not extended). Get it done! Plus, stay up to date on important deadlines https://tra401k.com/resource/important-dates/
#TheAdvantageIsYours with the #TRAblog. Let us be your trusted source for #hotopics in #retirementplanning and services, important industry updates, timely news and more. Read the latest headlines > https://tra401k.com/news/ #TRAadvantage #401k #financialadvisors #plansponsors
Ask the #TRAexperts. QUESTION: How do #plansponsors benefit from a Third Party Administrator (TPA)? ANSWER: The mission of a TPA is simple: to act as an “independent set of eyes,” protecting the client’s best interest and ensuring compliance for the #retirement plan through accuracy, #compliancetesting, comprehensive #accounting, and plan compliance and regulations. Keep reading > https://tra401k.com/resource/why-tpa-for-plan-sponsors/
#FiduciaryFriday: Do you know the 7 mistakes people make when choosing a financial advisor? Hiring an advisor who is NOT a fiduciary is #1! Read the full list and connect with someone in the know -- TRA > https://tra401k.com/news/7-mistakes-people-make-when-choosing-a-financial-advisor/
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Brad High. He is responsible for TRA sales and marketing distributed through #financialadvisors and product wholesalers in #Illinois and Southern #Wisconsin. Keep reading https://tra401k.com/rsc/#brad-high
QUESTION: My client is thinking of terminating the #401k plan for her business. She has numerous employees. What are the steps to plan termination? ANSWER: Before terminating a plan, it is best to check with the plan’s record keeper or third-party administrator to determine the set procedure for executing a plan termination. Be sure to document the reason for and all actions taken to terminate the plan. Keep reading > https://tra401k.com/news/case-of-the-week-9-28-20/
#CyberSecurity is important to you and us too! The #TRAexperts have prepared a helpful Q & A about what is cyber security, why it's important and what TRA is doing. Keep reading > https://tra401k.com/news/cybersecurity-is-important-to-youits-important-to-us-too/ #TheAdvantageIsYours #TRAadvantage
Stay up to date on COVID-19 Plan Related #FAQs and more with TRA's #CARESact Cheat Sheet > http://ow.ly/gGG650zt5aT. Bookmark this page to keep these resources at your fingertips. Contact the #TRAexperts to discuss any of these items in greater detail > https://lnkd.in/eyQmDnn TRA401K.COM TPA Company - 401K Plan Administrator - Retirement Advantage
#NationalTPADay (10/16) is dedicated to celebrating expertise and contributions to the #retirement industry, including designing customized plan solutions, staying on top of legislative and regulatory changes, offering compliance expertise, delivering best-in-class service, and providing local market insights and referral opportunities to financial representatives. Share this post to join the celebration!
How you approach #retirement distribution planning once you leave the workforce can have a huge impact on both your taxes and lifestyle. Find info you need to know about planning for retirement distributions here > http://ow.ly/5Wmm30kVtwI
#TRAgrows with the acquisition of McCaw & Salesberry Retirement Solutions, LLC. “We are very excited about the McCaw & Salesberry team joining the TRA family,” said TRA President, Matt Schoneman. “Our combined resources and capabilities position us to continue providing clients with superior administrative and consulting services." Keep reading > https://tra401k.com/news/press-release-tra-adds-again-with-acquisition-of-mccaw-salesberry-retirement-solutions-llc/
Don't miss reading our featured case of the week: State-sponsored #retirementplans for private-sector workers. A #financialadvisor from #Illinois asked: “Which states, if any, have enacted or proposed legislation that would enable them to offer #retirementsavings programs to private-sector workers?” Click the link for highlights of the discussion with our partners at the Retirement Learning Center (RLC) Resource Desk > https://tra401k.com/news/case-of-the-week-9-28-20-2/
Oct. 15 is an important #deadline for adopting a retroactive amendment to correct an IRC Section 410(b) coverage or IRC Section 401(a)(4) nondiscrimination failure for 2019 (9 1/2 months), filing extended Form 5500, and filing extended C Corporation and individual tax returns and contribution deadline for deductibility. Stay current on other #retirementplan reporting and #compliance dates > https://tra401k.com/resource/important-dates/
#TheAdvantageIsYours with TRA's Premier Advisor Group. Providing #financialadvisors with a competitive advantage, our Premier Advisor Group (#TRApag) members enjoy specialized services, exclusive access to products and services, and a 50% discount on 3(16) implementation and base fee. Keep reading > https://tra401k.com/premier-advisor-group/ TRA401K.COM Premier Advisor Group - TRA
NOW AVAILABLE: Q4 #PlanSponsorOutlook! Read the latest installment of this FREE #newsletter that's full of important #retirement planning information, #plansponsor Q&A, industry insights and trends > https://lnkd.in/eBu_b5U #TRAtools #TheAdvantageIsYours #retirementplanning
IN CASE YOU MISSED IT: #TRAgrows with the acquisition of McCaw & Salesberry Retirement Solutions LLC. “TRA continues to build and deliver a comprehensive spectrum of services,” said Jeff Schreiber, VP of Distribution at TRA. “We look forward to working with the McCaw & Salesberry team going forward.” Keep reading > https://tra401k.com/news/press-release-tra-adds-again-with-acquisition-of-mccaw-salesberry-retirement-solutions-llc/
Don't miss reading our featured case of the week: A #financialadvisor from #Florida asked our partners at the Retirement Learning Center (RLC) Resource Desk the following: “My client wants to take an in-service distribution from his #401k plan and roll it to an #IRA. He wants to know if he should roll it to a new, separate IRA (i.e., a conduit IRA) or if it is OK to commingle the rollover with the assets in his existing IRA?” Click the link for highlights of the discussion > https://tra401k.com/news/case-of-the-week-10-19-20/
Did you know TRA has in-house #actuarialservices? Our team of actuaries has decades of experience in helping #plansponsors and their trusted accounting and financial partners create #DefinedBenefit plans and other post-employment benefits that meet their unique goals and maximize the value of #pensionbenefits to their participants. Keep reading > https://tra401k.com/services/actuarial-service/ #TheAdvantageIsYours #TRAadvantage #TRAexperts TRA401K.COM Actuarial Services - Retirement Actuary Consulting | TRA401k
#TheAdvantageIsYours when you partner with #TRAexperts like Grant Livingston. Grant creates successful partnerships via the marketing and distribution of TRA services to #FinancialAdvisors, Plan Wholesalers and #PlanSponsors in #NewEngland. Learn more > https://tra401k.com/rsc/#grant-livingston-gfs
#Retirementplans are complicated. We make the process simple. TRA provides #401k and retirement plan design, as well as #fiduciary services, to help your business offer competitive employee benefits to both attract and retain the best talent. We work with employers and #financialadvisors to design truly customized plans; we also offer 3(16) Plan Administration Relief Services (#TRApars) to help #plansponsors minimize risk and maximize resources while properly executing daily fiduciary duties and maintaining compliance. Keep reading > https://tra401k.com/ TRA401K.COM The Retirement Advantage , Inc. (TRA)
#TRAwebinar TOMORROW (10/28/2020): Managed Accounts as a Differentiator for MEP & MEAP Plans. Register now for insights to help you determine if De-MEPing to endorse a MEAP is the right decision and the steps involved > https://register.gotowebinar.com/register/6958647874249636623?source=Social. #TRAadvantage #TheAdvantageIsYours
ANNOUNCEMENT: IRS releases cost-of-living adjustments affecting dollar limitations for #pensionplans and other #retirement related items for tax year 2021. The contribution limits are contained in Notice 2020-79, released Oct. 26, 2020. View the full list: https://tra401k.com/news/irs-announces-2021-contribution-benefit-limits/
#TheAdvantageIsYours with the #TRAblog. Let us be your trusted source for #hotopics in #retirementplanning and services, important industry updates, timely news and more. Read the latest headlines > https://tra401k.com/news/ #TRAadvantage #401k #financialadvisors #plansponsors
Plan Administration Relief Services are closer than you think when you choose TRA to serve as a delegated 3(16) plan administrator providing 3(16) #fiduciary services. Watch our #TRApars video to learn more > http://ow.ly/EYpe50AQgLX #retirement #TRAadvantage #TheAdvantageIsYours YOUTUBE.COM 3(16) Plan Administration Relief Services PARS
Trust is not a commodity. It must be earned through honesty, hard work and superior customer service. At TRA, our client relationship managers that provide #financialadvisors and #plansponsors with the level of support that they deserve. Keep reading > https://lnkd.in/eUTGsxq TRA401K.COM 401k TPA Services - Benefit Plan Administrators - Retirement Consultant
Coronavirus and Your #401k Plan: What You Need to Know Now > http://ow.ly/QkIe50zqY25. The #TRAexperts are sharing a few comments and considerations on the decisions you may have to make for your #nestegg. Contact our Client Services Team with questions 888-872-2364. #TRAadvantage
NOW AVAILABLE on the #TRAblog: 2021 Limitations Adjusted as Provided in Section 415(d), etc. Stay up to date on details of Notice 2020-79, including cost-of-living adjusted limits for 2021 > https://tra401k.com/news/irs-announces-2021-contribution-benefit-limits/ #TheAdvantageIsYours #TRAadvantage
#TRAwebinar: Use MEP & MEAP Concepts to Win #401k Business Now! Registration is open for this virtual event taking place on Thu, Nov 5, 2020, 10:00 AM - 11:00 AM CST > https://register.gotowebinar.com/register/8043413951475598349?source=Social. Determine if De-MEPing to endorse a MEAP is the right decision and the steps involved.
#TRAtools: YEAR-END DATA CHECKLIST. The end of the year is a critical time for annual #retirementplan testing and reporting. Before you complete the year-end data collection, review our checklist of tips and information > https://tra401k.com/resource/download-year-end-data-checklist/ #TRAadvantage #TheAdvantageIsYours TRA401K.COM Download the Year-end Data Checklist | TRA - The Retirement Advantage
Our #TRAexperts are committed to one simple mission: Delivering real and measurable results. NO EXCUSES, NO EXCEPTIONS! Our focus is your success—now and into the future. Connect with TRA today and request a proposal https://tra401k.com/contact/ #TRAadvantage #TheAdvantageIsYours #RFP
Congratulations Sam Spearman, TRA Regional Sales Consultant, and Kevin Kelly, TRA Actuarial Analyst, for recently passing the NEW QKA program making them both eligible for the ASPPA QKA designation. #TRAxperts #TheAdvantageIsYours #TRAadvantage
2021 is coming FAST! To help you prepare, we have listed important #compliance and reporting dates in this calendar are for #retirementplans with calendar-year terms on our website > https://tra401k.com/resource/important-dates/
It’s #BenefitFair Season! Let the festivities begin, even in the era of social distancing. Our #TRAblog post shares some thoughts on how to maximize the potential of a virtual #benefitsfair > https://tra401k.com/news/its-benefit-fair-season/ #TheAdvantageIsYours #TRAadvantage #retirementplanning
401(k) Plan and #Embezzlement Don't miss reading our featured case of the week: A #financialadvisor from #Georgia asked our partners at the Retirement Learning Center Resource Desk the following: “If a former employee embezzled money from his employer (who sponsors a #401k plan), can the employer/#plansponsor use the terminated employee’s 401(k) plan balance to help offset the financial loss to the business?” Keep reading for highlights from the discussion > https://tra401k.com/news/case-of-the-week-11-3-20/
Today and every day we thank our active military and veterans for their selfless service.
#TRAwebinar Wed, Nov 11, 2020 3:30 PM - 4:30 PM CST! You don't want to miss 2020/2021 SELLING SEASON: Bringing in the focus on the #SECUREAct and #CashBalance Plans. Register now for this FREE event > https://attendee.gotowebinar.com/register/2827770593959484684?source=Socail #TRAadvantage #TheAdvantageIsYours #TRAexperts
Now on the #TRAblog: "Women and Retirement: Expectations Met or Missed?" Women face different challenges in saving, and those differences are also evident by marital status. Read the full article and discover suggestions to help close the gap https://tra401k.com/news/women-and-retirement-expectations-met-or-missed/ #TRAadvantage
#TRAwebinar: Demand Stays Strong for #CashBalance Plans > https://attendee.gotowebinar.com/register/6537456855553096464?source=Social. Join us Tue, Nov 10, 11 AM CST, as TRA’s Director of Industry Relations John Markley presents why cash balance plans are popular, identifying qualifying candidates and sales tactics. REGISTER NOW!
Plan Administration Relief Services are closer than you think when you choose TRA to serve as a delegated 3(16) plan administrator providing 3(16) #fiduciary services. Watch our #TRApars video to learn more > http://ow.ly/EYpe50AQgLX #retirement #TRAadvantage #TheAdvantageIsYours YOUTUBE.COM 3(16) Plan Administration Relief Services PARS
#TRAwebinar: Win 401(K) Business! Simplify Your Client's Life in These Challenging Times! Register NOW for this virtual event taking place on Thu, Nov 19, 2020 3:30 PM - 4:30 PM CST https://attendee.gotowebinar.com/register/5713413572154478352?source=Social. Help meet the #retirementplan goals of both #employers and #employees.
#TRAtools: Learn how we make plan administration and managing #fiduciary responsibilities easier for your clients when you download a copy of our new e-book ‘An Advisor’s Guide to TRA’s 3(16) Fiduciary Services’ > http://tra401k-7044276.hs-sites.com/3-16-e-book-download-0?cid=Social Knowing this is difficult time for many clients, now through January 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact TRA Regional Sales Consultant > https://tra401k.com/rsc/ TRA401K-7044276.HS-SITES.COM An Advisors Guide to TRA’s 3(16) Fiduciary Services
Your can't spell sTRAategic without TRA. Our #TRAexperts have a solid reputation throughout the industry for creating strategic #retirementplanning solutions to help meet #financialadvisors like your clients' unique needs. Read more > https://tra401k.com/services/plan-comparison/ #TheAdvantageIsYours TRA401K.COM Compare 401K Retirement Plans - 401K Comparison - TPA 401K Plan
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Jeremy Noland: https://tra401k.com/rsc/#jeremy-noland. He specializes in serving #FinancialAdvisors, #RetirementPlan Wholesalers and #PlanSponsors in #Nebraska #Iowa #Kansas #Missouri #Oklahoma and #Arkansas.
In Case You Missed It: YEAR-END DATA CHECKLIST. The end of the year is a critical time for annual #retirementplan testing and reporting. Before you complete the year-end data collection, review our checklist of tips and information: https://tra401k.com/res.../download-year-end-data-checklist/ #TRAtools #TRAadvantage
TRA's offices are closed today so our team can enjoy an extra day to celebrate with family. But our website is always available and full of helpful resources at www.tra401k.com.
There is still time for you to download a copy of our new e-book ‘An Advisor’s Guide to TRA’s 3(16) Fiduciary Services’ > https://lnkd.in/eFGV3it Knowing this is difficult time for many clients, now through January 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact TRA Regional Sales Consultant > https://tra401k.com/rsc/ TRA401K-7044276.HS-SITES.COM An Advisors Guide to TRA’s 3(16) Fiduciary Services
Still Time for a 2020 Nonelective #SafeHarbor Plan? Find out how the team at the Retirement Learning Center (RLC) Resource Desk responded to this recent call with a #financialadvisor from #Illinois when you read highlights from the discussion > https://tra401k.com/news/case-of-the-week-11-16-20/
#TRAtools: YEAR-END DATA CHECKLIST. The end of the year is a critical time for annual #retirementplan testing and reporting. Before you complete the year-end data collection, review our checklist of tips and information > https://tra401k.com/resource/download-year-end-data-checklist/ #TRAadvantage #TheAdvantageIsYours TRA401K.COM Download the Year-end Data Checklist | TRA - The Retirement Advantage
#SECUREact Changes Loom! As COVID-19 continues raging around the world, the SECURE Act may have slipped off your radar. But make no mistake, it is still out there — and it does require your attention. Check these items off your to-do list > https://tra401k.com/news/secure-act-changes-loom/ #TRAadvantage
#TRAgrows: We are looking to add more #TRAexperts to our team with openings for the following positions: Help Desk Analyst, Programmer Analyst and IT Development Manager. Learn more about each new #careeropportunity here > https://tra401k.com/careers/
#TRAtools: Compliance & Reporting Dates. Dec 1 is the #deadline for sending 2021 annual 401(k) #safeharbor notice, annual automatic contribution arrangement notice and annual qualified default investment alternative (QDIA) notice. See all Dec. 2020 dates https://tra401k.com/resource/important-dates/ TRA401K.COM Compliance & Important Reporting Dates | Retirement Plan Administrator | TRA - The Retirement Advantage
On the #TRAblog, find out how the team at the Retirement Learning Center Resource Desk responded to a #financialadvisor from #NewYork who asked, “One of my clients employs ‘statutory employees.’ Does the owner have to cover these workers under a #retirementplan established for the business?” Read highlights of the discussion > https://tra401k.com/news/case-of-the-week-retirement-plans-for-statutory-employees/
During this season of giving and being thankful, we'd like to give BIG THANKS to you for your likes, shares and comments on our daily posts. Learn more about TRA and our #retirementplan administration, consultation and #compliance services > https://tra401k.com/about/ #TRAadvantage
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Jim Rothaus. Jim focuses on #retirement plan solutions that meet the specific needs of #plansponsors and their valued employees. He also partners with #investmentadvisors and many of the top #recordkeepers to deliver comprehensive and customized solutions. Learn more about Jim > https://tra401k.com/rsc/#jim-rothaus #TRAadvantage
TRA's offices are closed today so our team can enjoy an extra day to celebrate with family. But our website is always available and full of helpful resources at www.tra401k.com.
TRA's offices are closed today! We hope you are enjoying the holiday as you gather with those you hold dear.
There is still time to register for our next #TRAwebinar: What You Need to Know About Your Upcoming #RetirementPlan Restatement Process, 12/16, 16, 10-11 AM CST > https://register.gotowebinar.com/register/4817753600342436880?source=Social. Presented in partnership with Retirement Learning Center. This webinar will also offer one hour of CE credit for the following designations: > CFP (Certified Financial Planner) > SHRM (Society of Human Resource Management) > CIMA (Certified Investment Management Analyst) > CPWA (Certified Private Wealth Advisor) and > RMA (Retirement Management Advisor)
#CyberSecurity is important to you and us too! The #TRAexperts have prepared a helpful Q & A about what is cyber security, why it's important and what TRA is doing. Keep reading > https://tra401k.com/news/cybersecurity-is-important-to-youits-important-to-us-too/ #TheAdvantageIsYours #TRAadvantage
Coronavirus and Your #401k Plan: What You Need to Know Now > http://ow.ly/QkIe50zqY25. The #TRAexperts are sharing a few comments and considerations on the decisions you may have to make for your #nestegg. Contact our Client Services Team with questions 888-872-2364. #TRAadvantage
Knowing this is difficult time for many clients, now through Jan. 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact a TRA Regional Sales Consultant covering your area > https://tra401k.com/rsc/ #TRAadvantage
TRA's Fiduciary Services Ease Your Clients’ Administrative Burdens. Learn how when you download e-book "An Advisor’s Guide to TRA’s 3(16) #Fiduciary Services," one of our latest #TRAtools. Get it now > http://tra401k-7044276.hs-sites.com/3-16-e-book-download-0?cid=Social #TRAadvantage #TheAdvantageIsYours #financialadvisors
#TRAwebinar: What You Need to Know About Your Upcoming #RetirementPlan Restatement Process, 12/16, 16, 10-11 AM CST > https://register.gotowebinar.com/register/4817753600342436880?source=Social. Presented in partnership with Retirement Learning Center (RLC). This webinar will also offer one hour of CE credit for the following designations: > CFP (Certified Financial Planner) > SHRM (Society of Human Resource Management) > CIMA (Certified Investment Management Analyst) > CPWA (Certified Private Wealth Advisor) and > RMA (Retirement Management Advisor)
New on the #TRAblog: Qualified Charitable Distributions in 2020. A #financialadvisor from #SouthDakota asked our partners at the Retirement Learning Center Resource Desk, “I have a client who consistently has made Qualified Charitable Distributions (QCDs) for the last several years and wants to make another for 2020? Are they still available even though required minimum distributions (RMDs) are suspended for 2020?” Read highlights of the discussion > https://tra401k.com/news/case-of-the-week-qualified-charitable-distributions-in-2020/
#TRAtools: YEAR-END DATA CHECKLIST. The end of the year is a critical time for annual #retirementplan testing and reporting. Before you complete the year-end data collection, review our checklist of tips and information > https://tra401k.com/res.../download-year-end-data-checklist/ #TRAadvantage #TheAdvantageIsYours TRA401K.COM Download the Year-end Data Checklist | TRA - The Retirement Advantage
There is still time to register for our next #TRAwebinar: What You Need to Know About Your Upcoming #RetirementPlan Restatement Process, 12/16, 16, 10-11 AM CST > https://lnkd.in/e6Mjezn. Presented in partnership with Retirement Learning Center. This webinar will also offer one hour of CE credit for the following designations: > CFP (Certified Financial Planner) > SHRM (Society of Human Resource Management) > CIMA (Certified Investment Management Analyst) > CPWA (Certified Private Wealth Advisor) and > RMA (Retirement Management Advisor)
#Deadline Approaching: Dec 15 is the extended deadline for distributing Summary Annual Report (SAR) to participants. See all Dec 2020 dates and those coming up in 2021 so you can plan and be prepared > https://tra401k.com/resource/important-dates/ #TRAtools #TRAadvantage #TheAdvantageIsYours
Knowing this is difficult time for many clients, now through Jan. 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact a TRA Regional Sales Consultant covering your area > https://tra401k.com/rsc/ #TRAadvantage
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Julie Costello. She has a strong background in #financialservices and combines her industry knowledge and proficiency with #ERISA regulations to collaborate with #financialadvisors and #recordkeeping partners in #Ohio, #Indiana, #Michigan and #Kentucky. Learn more about Julie > https://tra401k.com/rsc/#julie-costello #TRAadvantage
Knowing this is difficult time for many clients, now through Jan. 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact a TRA Regional Sales Consultant covering your area > https://tra401k.com/rsc/ #TRAadvantage
End of the Year #Deadlines Approaching! Dec. 31 marks six very important compliance and reporting deadlines including processing corrective distributions, amendments and more. Find the full list here: https://tra401k.com/resource/important-dates/ #TRAtools #TRAadvantage #TheAdvantageIsYours #yearend
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Matt Solomon. Matt has worked in the financial services industry for 20 years with a focus on #retirement services. Today he is responsible for creating successful partnerships with #FinancialAdvisors, Retirement Plan Wholesalers and #PlanSponsors in #Alabama, #Florida, #Georgia, #NorthCarolina, #SouthCarolina and #Tennessee. Learn more about Matt > https://tra401k.com/rsc/#matthew-solomon #TRAadvantage
Congrats Emily Christner for recently passing the NEW QKA program making her eligible for the ASPPA QKA designation.
LAST CHANCE TO REGISTER: #TRAwebinar What You Need to Know About Your Upcoming #RetirementPlan Restatement Process, 12/16, 16, 10-11 AM CST > https://register.gotowebinar.com/register/4817753600342436880?source=Social. Presented in partnership with Retirement Learning Center. This webinar will also offer one hour of CE credit for the following designations: > CFP (Certified Financial Planner) > SHRM (Society of Human Resource Management) > CIMA (Certified Investment Management Analyst) > CPWA (Certified Private Wealth Advisor) and > RMA (Retirement Management Advisor)
#TRAgrows: Today we are proud to announce the acquisition of Employee Benefit Consultants of #Florida, Inc. (EBC), based in #Stuart, FL. TRA President Matt Schoneman said, “We are excited to join forces with an organization whose history, culture and overall commitment to customer success closely mirrors our own." This is the fourth acquisition for TRA in 2020. Keep reading > https://tra401k.com/news/the-retirement-advantage-inc-tra-announces-their-4th-acquisition-for-2020/
Happy holiday wishes from our family to yours!
In observance of the Christmas holiday, our offices are closed today (Dec. 24, 2020) so our employees can enjoy the day with those they hold dear.
Please join us in congratulating the following #TRAexperts for recently passing variety of #ASPPA exams: Beth Smallwood PASSED the RPF, Jean Smolinski PASSED the NEW QKA-1 (Plan Management) and Michelle Bennet PASSED the NEW QKA-1 (Plan Management) getting them closer to obtaining their QKA. Maggie Heberling also PASSED the CPC ESOP module, getting her closer to obtaining her Certified Pension Consultant (CPC).
At TRA, we support thousands of #financialadvisors across the United States. We know, as you do, that building long-lasting relationships takes trust, hard work, commitment and extraordinary customer service. When you work with us, we work tirelessly to deliver high-quality, efficient and effective solutions that will not only enhance your relationships, but help you close new business. Keep reading > https://tra401k.com/support/marketing-sales-support/ TRA401K.COM TPA Sales Support for Financial Advisors - Retirement Plan Options - TRA
Before the end of the year be sure to download our latest #ebook: An Advisor’s Guide to TRA’s 3(16) #Fiduciary Services. One of many #TRAtools, this retirement resource is a must have for #financialadvisors. Get it now > http://tra401k-7044276.hs-sites.com/3-16-e-book-download-0?cid=Social #TRAadvantage #TheAdvantageIsYours
IN CASE YOU MISSED IT: #TRAgrows with the acquisition of Employee Benefit Consultants (EBC),based in #Stuart, FL. "After reviewing EBC’s operations we determined that we were an ideal partnership that aligned perfectly with TRA’s current disciplined growth strategy,” said TRA President Matt Schoneman. Keep reading > https://tra401k.com/news/the-retirement-advantage-inc-tra-announces-their-4th-acquisition-for-2020/
As we prepare to welcome the new year, our offices are closed today and tomorrow (Dec. 31, 2020 and Jan. 1, 2021). The TRA family sends you wishes for a wonderful New Year's Eve celebration, and we look forward to partnering with you in 2021.
Please join us in congratulating TRA's Client Relationship Manager Kelli Davis for recently passing the ASPPA RPF course, making her one step closer to receiving the ASPPA QKA credential. 👍 Great job, Kelli! #TRAexperts
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Miles Stumb. Miles specializes in plan design and consultation services for employer sponsored #retirementplans. Learn more about him and our other RSCs > https://tra401k.com/rsc/#miles-stumb #TRAadvantage
Knowing this is difficult time for many clients, now through Jan. 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact a TRA Regional Sales Consultant covering your area > https://tra401k.com/rsc/ #TRAadvantage TRA401K.COM Regional Sales Consultants - TRA
As we approach the end of 2020, we'd like to say THANK YOU for your likes, shares and comments on our daily posts. Learn more about TRA and our #retirementplan administration, consultation and #compliance services > https://tra401k.com/about/ #TRAadvantage #TheAdvantageIsYours
#TRAtools: YEAR-END DATA CHECKLIST. The end of the year is a critical time for annual #retirementplan testing and reporting. Before you complete the year-end data collection, review our checklist of tips and information > https://tra401k.com/res.../download-year-end-data-checklist/ #TRAadvantage #TheAdvantageIsYours TRA401K.COM Download the Year-end Data Checklist | TRA - The Retirement Advantage
The new year is here and brings with it our first #retirementplanning compliance and reporting deadline of 2021. Jan. 31 is the #deadline for sending Form 1099-R to participants who received distributions during previous year. Navigate more important dates https://hubs.ly/H0DbcZJ0 TRA401K.COM Compliance & Important Reporting Dates | Retirement Plan Administrator | TRA - The Retirement Advantage
Please join us in congratulating the following #TRAexperts for recently passing a variety of #ASPPA exams: Maggie Heberling earned QKC credentials and Sam Spearman earned QKA credentials.
#TRAtools: Start the year with your complimentary copy of our #ebook: "An Advisors Guide to TRA’s 3(16) Fiduciary Services" https://hubs.ly/H0DbdgD0 This retirement resource is a must have for #financialadvisors. Get it now! #TRAadvantage #TheAdvantageIsYours TRA401K-7044276.HS-SITES.COM An Advisors Guide to TRA’s 3(16) Fiduciary Services
Knowing this is difficult time for many clients, now through Jan. 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact a TRA Regional Sales Consultant covering your area > https://hubs.ly/H0DbcZt0 #TRAadvantage
A trusted Third-Party Administrator (TPA) can help your company sponsor and administer a retirement plan with #fiduciary services that add value for your entire organization, leaving the complexity, compliance and personalization to us at TRA. Streamline your retirement plan administration with a trusted TPA. Learn more about partnering with us when you visit our website > https://tra401k.com/ TRA401K.COM The Retirement Advantage , Inc. (TRA)
Happy NEW YEAR! Our offices are closed in observance of the holiday. We will reopen on Monday!
The first issue of our 2021 TRA newsletter is available > https://hubs.ly/H0DGdZF0. Topics in this issue of #PlanSponsorOutlook include: ° Risks Participants May Not Know They’re Facing °When Times are Tough, Plan Sponsors Look to Consultants for Guidance °Plan Sponsors Ask... Q & A ° When Times are Tough, Plan Sponsors Look to Consultants for Guidance ° Plan Sponsor Quarterly Compliance Calendar Download your copy now.
#TRAgrows: We are looking to add more #TRAexperts to our team with an opening for a #ProgrammerAnalyst. Learn more about this new #careeropportunity here > https://hubs.ly/H0DCB1H0
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Pam Mayer. Pam’s territory includes #Arizona, #SouthernCalifornia, #Hawaii, #NewMexico and #Nevada. Get to know more about Pam > https://hubs.ly/H0DcCZ70
#CyberSecurity is important to you and us too! The #TRAexperts have prepared a helpful Q & A about what is cyber security, why it's important and what TRA is doing. Keep reading > https://hubs.ly/H0Dbdh70 #TheAdvantageIsYours #TRAadvantage
Our #TRAexperts have answers to your frequently asked questions! Kick start your #retirementplanning by checking out the basics of #401k, review a glossary of key administration terms and #FAQs to further assist you > https://hubs.ly/H0DbdWM0
The new year could mean a new job as #TRAgrows! We are looking to add a new Director of Finance and Accounting to our team of #TRAexperts. Learn more about this new #careeropportunity and others > https://hubs.ly/H0DbcZL0
We proudly remember Dr. King and his great fight for freedom, justice, dignity and hope for all people. TRA’s offices are open on MLK Day, and you can contact us at 888-872-2364 or visit https://hubs.ly/H0DJhMp0.
The new year brings an exciting new social media milestone to the TRA LinkedIn company page: 3,000+ followers. Follow us on LinkedIn: https://hubs.ly/H0DJhGg0 for daily posts about #retirementplanning.
Catch up on the CASE OF THE WEEK: Coronavirus-Related Distributions and State Tax Withholding. Find out how the team at the Retirement Learning Center Resource Desk responded to a #financialadvisor who recently asked, “I know that CRDs are not subject to federal income tax withholding of 20 percent for qualified plan distributions, but what about state income tax withholding? My client is a resident of #Connecticut.” Read highlights from the discussion > https://hubs.ly/H0DHL0L0
New on the #TRAblog: FOUR RISKS PARTICIPANTS MAY NOT KNOW THEY’RE FACING. A recent survey found that retirement security may be threatened by these four risk factors: longevity, behavior, market conditions and inflation. Keep reading > https://hubs.ly/H0DG_FG0
#TRAgrows: We are looking to add more #TRAexperts to our team with an opening for a #MarketingandCommunicationsCoordinator. Learn more about this new #careeropportunity here > https://hubs.ly/H0DK0Fv0
THRIVING, NOT JUST SURVIVING! TRA’s Director of Industry Relations John Markley, ASA, FCA, MAAA, FSPA, CPC, shares insights on why the demand for #CashBalance plans remained strong during the pandemic. Read now > https://hubs.ly/H0DHYNn0
Life involves risk. One of them is retirement, and whether the money we save to fund it will last. Do your employees understand their risk, and actions they can take now to manage it? Keep reading > https://hubs.ly/H0FktgB0
#TRAgrows: We are looking to add more #TRAexperts to our team with an opening for a Plan Administration Manager, #Fiduciary Services. Learn more about this new #careeropportunity here > https://hubs.ly/H0FhlQf0
#TRAtools: Compliance & Reporting Dates. Jan. 31 is the #deadline for sending Form 1099-R to participants who received distributions during previous year. See all 2021 #compliance and reporting dates > https://hubs.ly/H0DK0Fh0 TRA401K.COM Compliance & Important Reporting Dates | Retirement Plan Administrator | TRA - The Retirement Advantage
TRA's #Fiduciary Services Ease Administrative Burdens! Learn how when you download our e-book, "An Advisor’s Guide to TRA’s 3(16) Fiduciary Services," one of our latest #TRAtools available for #financialadvisors. Get it > https://hubs.ly/H0DJhLQ0 #TRAadvantage #TheAdvantageIsYours
Knowing this is difficult time for many clients, now through Jan. 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact a TRA Regional Sales Consultant covering your area > https://hubs.ly/H0DHYDT0 #TRAadvantage
We proudly remember Dr. King and his great fight for freedom, justice, dignity and hope for all people. TRA’s offices are open on MLK Day, and you can contact us at 888-872-2364 or visit https://hubs.ly/H0DJhMp0.
New on the #TRAblog, "The Pandemic’s Impact on Savings Behaviors: Comparing Past and Present." The pandemic highlights the need to continue educating employees about financial wellness. Keep reading > https://hubs.ly/H0Fspkl0
Knowing this is difficult time for many clients, now through Jan. 31, 2021, we’re offering a 50% discount on our standard 3(16) service Implementation Fee. For more information, contact a TRA Regional Sales Consultant covering your area > https://hubs.ly/H0Fkwd50 #TRAadvantage
Strategic discussions are underway for TRA's distribution team! This year we are coming together virtually for our annual meeting to share ideas and discuss ways to keep providing exceptional third party administration and #fiduciary services to #plansponsors, #financialadvisors, #wealthmanagers and businesses of all sizes.
#TRAtools: Compliance & Reporting Dates. Jan. 31 is the #deadline for sending Form 1099-R to participants who received distributions during previous year. See all 2021 #compliance and reporting dates > https://hubs.ly/H0FkvbZ0
#TRAwebinar: Register now for this event on Feb 9, 2021, 11AM-12 PM CST > https://hubs.ly/H0FrVG70. Learn how to wuantify the enforcement efforts of the DOL, wnderstand the IRS and DOL’s top enforcement priorities for #retirementplans and IRAs and more.
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Phil Kennedy. Phil works with #FinancialAdvisors and #PlanSponsors throughout #Colorado, #Montana, #Utah, #Nebraska, #Wyoming, #NorthDakota and #SouthDakota to design effective #retirementplan solutions. Keep reading > https://hubs.ly/H0FkGgq0
Time is running out to register for our #TRAwebinar on Feb 9, 11 AM-12 PM CST > https://hubs.ly/H0FTgdZ0. Learn how to quantify the enforcement efforts of the DOL, understand the IRS and DOL’s top enforcement priorities for #retirementplans and IRAs, and more. #TheAdvantageIsYours
#TRAtools: Compliance & Reporting Dates. Feb. 28 is the #deadline for filing Form 1099-R with the IRS to report distributions made in the previous year, if not filed electronically. See the full list of 2021 #compliance and reporting dates > https://hubs.ly/H0FT48d0
IN CASE YOU MISSD IT on the #TRAblog, “The Pandemic’s Impact on Savings Behaviors: Comparing Past and Present.” There is a continued need to educate employees about financial wellness. Employers are in a unique position to help. Find out how > https://hubs.ly/H0FTgcj0
#TRAtools: Download your copy now of #PlanSponsorOutlook > https://hubs.ly/H0FL0yS0. Topics featured in the Q1 issue of our free newsletter include: > Risks Participants May Not Know They’re Facing > When Times are Tough, Plan Sponsors Look to Consultants for Guidance > Plan Sponsors Ask... Q & A > Plan Sponsor Quarterly Compliance Calendar
#TRAgrows: We're looking to add more #TRAexperts to our team with openings for a #Fiduciary Services Plan Administration Manager, Marketing and Communications Coordinator, #ProgrammerAnalyst and more. Learn about these new #careeropportunities and others > https://hubs.ly/H0FKWF70
To all of our social media followers, we'd like to say THANK YOU for your likes, shares and comments on our daily posts. Learn more about TRA and our #retirementplan administration, consultation and #compliance services > https://hubs.ly/H0FKxd-0 #TRAadvantage #TheAdvantageIsYours
At TRA, we promise two things to our #financialadvisors and #wealthmanagement partners: 1. Integrity 2. Value With decades of experience, we provide expert plan administration, resources to grow your business and outstanding customer service to you and your plan sponsors nationwide. #TheAdvantageIsYours. Learn more > https://hubs.ly/H0Gn9fz0 TRA401K.COM Fiduciary Consultant - 401k Administration Services - Retirement Advantage
#TRAgrows with the acquisition of R. Bruce Tanner & Associates (RBT) of #SugarHill, GA. TRA's Vice President of Distribution Jeff Schreiber says, “TRA and RBT are a natural fit to join forces, and together will provide even greater value to clients, prospects and our #financialadvisor partners.” The acquisition of RBT strengthens TRA’s market position in the Southeastern U.S. while adding even more talented retirement professionals, led by Allison Hawkins, to the TRA team. Keep reading > https://hubs.ly/H0GbgY-0
LAST CHANCE to register for our #TRAwebinar on Feb 9, 11 AM-12 PM CST > https://hubs.ly/H0GbdvC0. Learn how to quantify the enforcement efforts of the DOL, understand the IRS and DOL’s top enforcement priorities for #retirementplans and IRAs, and more. #TheAdvantageIsYours
Catch up on the CASE OF THE WEEK: COVID-Related Paid Sick Leave and Salary Deferrals. A recent call between our associates at the Retirement Learning Center Resource Desk and a #financialadvisor from #Washington is representative of a common inquiry related to qualified leave wages. “My client sponsors a #401k plan for her employees. She has had a number of employees taking sick leave due to Covid-related reasons. Is Covid-related sick pay considered compensation for making employee salary deferrals?” Read highlights from the discussion > https://hubs.ly/H0G7JyD0
#CyberSecurity is important to you and us too! The #TRAexperts have prepared a helpful Q & A about what is cyber security, why it's important and what TRA is doing. Keep reading > https://hubs.ly/H0FTgg80 #TheAdvantageIsYours #TRAadvantage
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Sam Spearman, who covers a territory that includes #Texas and #Louisiana. Learn more about how Sam assists #financialadvisors and product wholesalers > https://hubs.ly/H0FTgjg0
Join us in giving cheers to 25 years of success! Since 1996, TRA has partnered with #financialadvisors, #plansponsors and service providers throughout the U.S. to deliver exceptional retirement solutions through our integrated service offering. “From the start, we’ve focused on providing a simple solution to the complexities of retirement plan administration,” stated TRA President Matt Schoneman. “Reaching our 25th anniversary would not have been possible without the ongoing support of our partners and clients, and the unfailing commitment of our team, especially during the unexpected challenges of 2020.” Keep reading > https://hubs.ly/H0GHq9x0
Plan Administration Relief Services are closer than you think when you choose TRA to serve as a delegated 3(16) plan administrator providing #fiduciary services. Watch our #TRApars video to learn more > https://hubs.ly/H0GBSRt0 #retirement #TRAadvantage #TheAdvantageIsYours YOUTUBE.COM 3(16) Plan Administration Relief Services PARS
Your can't spell sTRAtegic without TRA. Our #TRAexperts have a solid reputation throughout the industry for creating strategic #retirementplanning solutions to help #financialadvisors like you meet your clients' unique needs. Read more > https://hubs.ly/H0GyCGF0 #TheAdvantageIsYours TRA401K.COM Compare 401K Retirement Plans - 401K Comparison - TPA 401K Plan
At TRA, we support thousands of #financialadvisors across the United States. We know, as you do, that building long-lasting relationships takes trust, hard work, commitment and extraordinary customer service. When you work with us, we work tirelessly to deliver high-quality, efficient and effective solutions that will not only enhance your relationships, but help you close new business. Keep reading > https://hubs.ly/H0GyCxW0 TRA401K.COM TPA Sales Support for Financial Advisors - Retirement Plan Options - TRA
Looking for larger #taxdeductions and accelerated retirement savings? #CashBalance plans can help! Learn more with our dedicated #TRAtools and resources, including our e-book, "An Advisor's Guide to Cash Balance Plans," > https://hubs.ly/H0GvSXF0
Please join us in congratulating Lori Markert for recently passing the ASPPA DC-3 exam. This achievement makes her eligible to receive the ASPPA QKC credential.
Did you know TRA has in-house #actuarialservices? Our team of actuaries has decades of experience in helping #plansponsors and their trusted accounting and financial partners create #DefinedBenefit plans and other post-employment benefits that meet their unique goals and maximize the value of #pensionbenefits to their participants. Keep reading > https://hubs.ly/H0GyCGP0 #TheAdvantageIsYours #TRAadvantage #TRAexperts TRA401K.COM Actuarial Services - Retirement Actuary Consulting | TRA401k
Trust is not a commodity. It must be earned through honesty, hard work and superior customer service. At TRA, our client relationship managers provide #financialadvisors and #plansponsors with the level of support they deserve. Keep reading > https://hubs.ly/H0GBVs50 TRA401K.COM 401k TPA Services - Benefit Plan Administrators - Retirement Consultant
Our #TRAexperts are committed to one simple mission: Delivering real and measurable results. NO EXCUSES, NO EXCEPTIONS! Our focus is your success—now and into the future. Connect with TRA today and request a proposal > https://hubs.ly/H0GyCyb0 #TRAadvantage #TheAdvantageIsYours #RFP TRA401K.COM TPA Company - 401K Plan Administrator - Retirement Advantage
#Retirementplans are complicated. We make the process simple. TRA provides #401k and retirement plan designs, as well as #fiduciary services, to help your business offer competitive employee benefits to both attract and retain the best talent. We work with employers and #financialadvisors to design truly customized plans. We also offer 3(16) Plan Administration Relief Services (#TRApars) to help #plansponsors minimize risk and maximize resources while properly executing daily fiduciary duties and maintaining compliance. Keep reading > https://hubs.ly/H0GyCGZ0 TRA401K.COM The Retirement Advantage , Inc. (TRA)
Register now for our upcoming #TRAwebinar with CE credits available: "Demand Stays Strong for Cash Balance Plans" taking place on March 9, 11 a.m. CST > https://hubs.ly/H0GTnM_0 Now is the best time to start — or expand — your #CashBalance Plan business because they continue to be the fastest-growing segment of the retirement plans market. Click for learning objectives and more > https://hubs.ly/H0GTnM_0
#TheAdvantageIsYours when you partner with #TRAexperts like #RegionalSalesConsultant Tiffany Hanks. Tiffany has decades of experience in the financial and insurance industry, specializing in #retirementplans. Keep reading > https://hubs.ly/H0GHyKv0 #TRAadvantage
At TRA, we support thousands of #financialadvisors across the United States. We know, as you do, that building long-lasting relationships takes trust, hard work, commitment and ex-TRA-ordinary customer service. When you work with us, we work tirelessly to deliver high-quality, efficient and effective solutions that will not only enhance your relationships, but help you close new business. Keep reading > https://hubs.ly/H0H1Q370
Join us in congratulating TRA 3(16) Coordinator Nancy Berndt on recently passing the DC-2 exam. This makes her eligible to receive her QKA. Also, TRA Client Relationship Manager Tyler Smet passed the RPF Certificate Course, which is his first step toward an ASPPA designation.
Be sure to download our #ebook, "An Advisor’s Guide to TRA’s 3(16) #Fiduciary Services." One of many #TRAtools, this retirement resource is a must have for #financialadvisors. Get it now > https://hubs.ly/H0HdYWs0 #TRAadvantage #TheAdvantageIsYours
#TRAwebinar + CE credits! Register now for "Demand Stays Strong for Cash Balance Plans" on March 9, 11 a.m. CST > https://hubs.ly/H0H1PdF0. Whether you are just starting a #CashBalance Plans business or are a seasoned pro, you won’t want to miss this webinar.
#TRAtools: Compliance & Reporting Dates. Feb. 28 is the #deadline for filing Form 1099-R with the IRS to report distributions made in the previous year, if not filed electronically. See the full list of 2021 #compliance and reporting dates > https://hubs.ly/H0H1Q650
Did you know TRA has in-house #actuarialservices? Our team of actuaries has decades of experience in helping #plansponsors and their trusted accounting and financial partners create #DefinedBenefit plans and other post-employment benefits that meet their unique goals and maximize the value of #pensionbenefits to their participants. Keep reading > https://hubs.ly/H0GyCGP0 #TheAdvantageIsYours #TRAadvantage #TRAexperts TRA401K.COM Actuarial Services - Retirement Actuary Consulting | TRA401k
New on the #TRAblog: American Retirement Association Wins Removal of Cost-of-Living Adjustments Freeze from COVID Relief Bill (Updated). This was a tremendous victory for the ARA and the #retirementplan system. The government affairs team worked tirelessly to make this happen knowing that it would have been extremely challenging to get this fixed in the future. Keep reading > https://hubs.ly/H0HNVdX0
#CyberSecurity is important to you and us too! The #TRAexperts have prepared a helpful Q & A about what is cyber security, why it's important and what TRA is doing. Keep reading > https://hubs.ly/H0HJ8x40 #TheAdvantageIsYours #TRAadvantage
#TRAgrows: We're looking to add more #TRAexperts to our team! We have an opening for a #SoftwareDeveloper (.NET). This role will work with our lead programmer analyst to design, implement and maintain custom-built applications to fulfill our business needs and improve processes. Learn more about this #careeropportunity and others > https://hubs.ly/H0HB-gF0
Catch up on the CASE OF THE WEEK: Lump Sum Distribution Triggers and NUA. A recent call between our associates at the Retirement Learning Center Resource Desk and a #financialadvisor from #California is representative of a common inquiry related to net unrealized appreciation (NUA) in employer securities. “I recently took on a client who has stock of his employer in his retirement plan. Before he came to me, he took an in-service distribution of a portion of his account balance because he had turned age 59½. He continues to work. Does that early distribution eliminate his ability to do a lump sum distribution that includes the employer stock and take advantage of the NUA tax strategy?” Read highlights from the discussion > https://hubs.ly/H0HwmZ50
To all of our Facebook followers, we'd like to say THANK YOU for your likes, shares and comments on our daily posts. Learn more about TRA and our #retirementplan administration, consultation and #compliance services > https://hubs.ly/H0HqrSh0 #TRAadvantage #TheAdvantageIsYours
#TRAgrows: We're looking to add more #TRAexperts to our team! We have an opening for a Marketing and Communications Coordinator. Click to learn about this posting and other #careeropportunities > https://hubs.ly/H0H1Q2Q0
#TRAgrows: We're looking to add more #TRAexperts to our team! We have an opening for a #SoftwareDeveloper (.NET). This role will work with our lead programmer analyst to design, implement and maintain custom-built applications to fulfill our business needs and improve processes. Learn more about this #careeropportunity and others > https://hubs.ly/H0HB_Cz0
Retirement plans are complicated. With all the rules surrounding establishing and maintaining a qualified plan, at some point plan sponsors may find themselves in a situation where their plan is out of compliance. We can help > https://hubs.ly/H0J0FG80 TRA401K.COM Retirement Plan Compliance Restoration - TRA
Looking for larger #taxdeductions and accelerated retirement savings? #CashBalance plans can help! Learn more with our dedicated #TRAtools and resources, including our e-book, "An Advisor's Guide to Cash Balance Plans," > https://hubs.ly/H0HZvMg0
In recognition of #InternationalWomensDay, we join the world in honoring and celebrating women throughout history and those today who are fighting for women’s rights and having a positive impact on our lives.
Catch up on the CASE OF THE WEEK: Plan Establishment Deadlines. A recent call between our associates at the Retirement Learning Center Resource Desk and a #financialadvisor from #Arizona is representative of a common inquiry related to setting up qualified retirement plans. “Is it too late to establish a qualified retirement plan for 2020?” Read highlights from the discussion > https://hubs.ly/H0HTx270
#TheAdvantageIsYours when you partner with #TRAexperts like our Director of Industry Relations John Markley, ASA, FCA, MAAA, FSPA, CPC. Learn about John's areas of specialty, involvements and more > https://hubs.ly/H0HQBVq0
Connect with the #TRAexperts: We make your job EASY… We make you look GOOD… We help you WIN more business!™ Locate your dedicated #RegionalSalesConsultant > https://hubs.ly/H0Jk96Z0 #TheAdvantageIsYours #TRAadvantage TRA401K.COM Regional Sales Consultants - TRA
It is our mission to make managing your #401k plan easy! Let us handle the day-to-day plan administration and allow your clients the freedom to focus on their businesses. Learn the benefits our 3(16) Plan Administrative Relief Services (#TRApars), click > https://hubs.ly/H0Jl7B00
The #CARESact: What Do #PlanSponsors and #FinancialAdvisors Need to Know? The #TRAexperts have created this dedicated webpage full of answers, insights and key details. Keep reading > https://hubs.ly/H0Jk8yk0 TRA401K.COM CARES Act & Retirement Plans: Details & Resources for Plan Sponsors
Catch up on the CASE OF THE WEEK: Definition of Compensation When #SafeHarbor Match Is Eliminated Mid-Year. A recent call between our associates at the Retirement Learning Center Resource Desk and a #financialadvisor from #Ohio is representative of a common inquiry related to the definition of compensation: “The company is a safe harbor #401k match plan and they pay the match in a lump sum after the plan year. The company amended the plan to remove the safe harbor matching contribution mid-year. What definition of compensation should the plan use to determine the amount of match to make—full year or partial year?" Read highlights from the discussion > https://hubs.ly/H0Jgs9m0
#TRAgrows: We're looking to add more #TRAexperts to our team! We have an opening for a #SoftwareDeveloper (.NET). This role will work with our lead programmer analyst to design, implement and maintain custom-built applications to fulfill our business needs and improve processes. Learn more about this #careeropportunity and others > https://hubs.ly/H0HB_bx0 TRA401K.COM Careers | TRA - The Retirement Advantage
#TRAadvantage: One of the things people will look at when seeking employment is the type of retirement savings plan a company offers. If there isn’t one — or the benefits are either unclear or of insufficient value — employees will look elsewhere, even if the rest of the company’s offer is appealing. #TheAdvantageIsYours with TRA. It’s our goal to provide #retirementplan services you can count on, drawing in the right candidates to make you a strong competitor in your field. Keep reading > https://hubs.ly/H0J0VDd0 TRA401K.COM Retirement Plan Consultants - 401K Consulting Firms - TRA
#TRAtools: Compliance & Reporting Dates. March 31 is the #deadline for electronic filing of Form 1099-R to report distributions made in previous year. See the full list of 2021 #compliance and reporting dates > https://hubs.ly/H0JH5Ry0
#TheAdvantageIs ours when you subscribe to our free quarterly newsletter, #PlanSponsorOutlook. It is full of the latest news in retirement administration and regulation, industry news and other important announcements. Subscribe and read past issues now > https://hubs.ly/H0JkdPK0 TRA401K.COM TRA Newsletter | TRA - The Retirement Advantage
TRA has the help you need to successfully navigate the #SECUREAct and the Further Consolidated Appropriations Act (FCAA). Access our recorded #TRAwebinars that put a spotlight on key SECURE Act provisions for #plansponsors and #financialadvisors > https://hubs.ly/H0Jkc7L0 TRA401K.COM 2020 SECURE Act - SECURE Act Resources for Plan Sponsors | TRA
Understand the Numbers in Your Retirement: #TheAdvantageIsYours with dedicated #TRAtools like our online calculators for savings, planning, comparisons and more. Get started > https://hubs.ly/H0Jk9Hv0 TRA401K.COM 401k Retirement Calculator | Solo(k) Calculator | 403b Savings Calculator | How to Calculate 401k Contribution
Connect with the #TRAexperts: We make your job EASY… We make you look GOOD… We help you WIN more business!™ Locate your dedicated #RegionalSalesConsultant > https://hubs.ly/H0Jk96Z0 #TheAdvantageIsYours #TRAadvantage TRA401K.COM Regional Sales Consultants - TRA
It is our mission to make managing your #401k plan easy! Let us handle the day-to-day plan administration and allow your clients the freedom to focus on their businesses. Learn the benefits our 3(16) Plan Administrative Relief Services (#TRApars), click > https://hubs.ly/H0Jl7B00
#TRAtools: Don't miss your chance to download the Q1 issue of #PlanSponsorOutlook and sign up to receive the Q2 issue coming soon > https://hubs.ly/H0JQH6S0. Topics featured in the Q1 issue include: > Risks Participants May Not Know They’re Facing > When Times are Tough, Plan Sponsors Look to Consultants for Guidance > Plan Sponsors Ask... Q & A > Plan Sponsor Quarterly Compliance Calendar
#TheAdvantageIsYours with the #TRAblog. Let us be your trusted source for #hotopics in #retirementplanning and services, important industry updates, timely news and more. Read the latest headlines: https://hubs.ly/H0JQGtS0 #TRAadvantage
TRA delivers high-quality #actuarial services to our clients sponsoring #CashBalance plans, traditional #DefinedBenefit plans or requiring other actuarial projects. Through our in-house actuarial services, we can help guide clients in strategically designing retirement programs that deliver the results desired. See how we do it > https://hubs.ly/H0JQG9G0
#TRAtools: FAQs to Help #RetirementPlans in Today’s Environment. Our COVID-19 Resource page has answers and insights to assist #financialadvisors and #plansponsors make educated decisions regarding the administration of their plan. Read the #FAQs now > https://hubs.ly/H0JQFXM0 TRA401K.COM COVID-19 FAQs: Answers and Resources for Retirement Plan Sponsors
Would your clients be ready for a #retirementplan audit? Several events can trigger a Department of Labor (DOL) or #IRS audit, such as employee complaints or self-reporting under the annual submission Form 5500. Review the items requested from the DOL > https://hubs.ly/H0JQFw20
#TRAtools: Download our #ebook "An Advisor’s Guide to TRA’s 3(16) #Fiduciary Services" > https://hubs.ly/H0JMrLz0 There are many benefits of hiring TRA as a delegated 3(16) plan administrator: Time savings, reduced liability, increased human resources capacity and reduced audit risk. We relieve business owners and #plamsponsors of many of the day-to-day administrative burdens associated with sponsoring a plan. Keep reading > https://hubs.ly/H0JMrNX0

Information

Company name
The Retirement Advantage, Inc.
Category
Financial and Investment Services

FAQs

  • What is the phone number for The Retirement Advantage, Inc. in Appleton WI?
    You can reach them at: 888-872-2364. It’s best to call The Retirement Advantage, Inc. during business hours.
  • What is the address for The Retirement Advantage, Inc. on nicolet in Appleton?
    The Retirement Advantage, Inc. is located at this address: 600 S Nicolet Rd Appleton, WI 54914.
  • What are The Retirement Advantage, Inc.(Appleton, WI) store hours?
    The Retirement Advantage, Inc. store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.