Catch up on this week's #CaseOfTheWeek: Using 529 Rollovers to Combine Accounts In a recent call with an advisor, the following was asked: “I have a client with quite a few different 529 plans for the same beneficiary. For example, he has one with the state of New York and one with Massachusetts and one in New Jersey as well as a couple of others. Can he roll them all over into the New Jersey 529 Plan to consolidate the accounts into one, or does a 60-day rollover rule prevent him from doing these rollovers all this year?” To view the highlights of the discussion, click here > https://hubs.ly/Q03bMC0Z0 Courtesy of Jenny Kiffmeyer, J.D - Retirement Learning Center #Rollovers #Consolidation #RetirementPlans #TheAdvantageIsYours
The Retirement Advantage, Inc. (TRA)
金融服务
Port Washington，WI 5,645 位关注者
The Advantage is Yours!
关于我们
As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $13 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail. Engaging with TRA’s content and communications, such as through website forms, emails, newsletters, and social media, will effectively opt you in to periodically receive future communications and valuable information. These updates may include electronic newsletters, notifications, educational marketing materials, and more, covering retirement plans, planning, and legislative industry updates. To fully ensure your interest in receiving such TRA content, visit https://tra401k.com/content-opt-in.
- 网站
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https://www.tra401k.com
The Retirement Advantage, Inc. (TRA)的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Port Washington，WI
- 类型
- 私人持股
- 创立
- 1996
- 领域
- Third Party Administrator、Retirement Plan Solutions、Defined Contribution Plan Administration、Defined Benefit Plan Administration、Flexible 401(k) Plan Design、Cash Balance Design、Compliance、Testing、Consultation和Customer Service
地点
The Retirement Advantage, Inc. (TRA)员工
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Paul D. Phan
Regional Sales Director The Retirement Advantage, Inc. (TRA)
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Matt Schoneman
President at The Retirement Advantage, Inc.
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Darin Erdmann, CRPS
Director of Sales & Distribution
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Bill Sunagel - Results-Driven MARCOM Maven
Marketing and Communications Director at The Retirement Advantage, Inc. (TRA)
动态
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Attention Advisors! Leap in front of the competition in the market of Cash Balance Plans with this FREE E-Book for Advisor Success! Want to help your successful business owner clients save more for retirement while cutting down personal and business income taxes? Learn how to add a Cash Balance Plan to their company's 401(k). Download Here > https://hubs.ly/Q038SMY_0 #eBook #Advisor #Success #Retirement #TRA #TheAdvantageIsYours
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Attention Advisors: When's the last time you assessed Longevity Risk with your clients and their current retirement planning arrangements? With increasing life expectancy, retirees need to plan for the possibility of a longer retirement period. This may require a reassessment of withdrawal rates, investment strategies, etc. With these factors in-mind, it's a good idea to compare and review the most optimal retirement plan options, especially if certain types & features might be especially applicable for your clients and/or their employees. Compare 401(k) & Retirement Plan Options: https://hubs.ly/Q038SH6_0 #FinancialFocus #Friday #TheAdvantageIsYours
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Cybersecurity Central - DOL Guideline #7: Conduct periodic cybersecurity awareness training. The DOL's Employee Benefits Security Administration (EBSA) has issued twelve points for cybersecurity risk mitigation in the retirement industry. Follow along as we identify each of the guidelines, as well as what we do to align with them! Addressing Guideline #7: TRA has developed a custom cybersecurity training course based on TRA’s security standards and policies and industry specific risks, which all TRA team members are required to complete as part of the onboarding process, in addition to third-party cybersecurity training modules. Everyone must also complete periodic online information security training. Get a better understanding of how TRA is trained to protect you! Click here: https://hubs.ly/Q031lC9N0 #CyberSecurity #Training #InfoSec #Onboarding #TheAdvantageIsYours
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"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki. Kiyosaki emphasizes the importance of financial education and strategic investing. Building wealth isn't just about earning a high income but also about managing and growing your money effectively to secure your retirement and leave a legacy for future generations. Need to review what retirement plan option(s) might best-tailor to you and/or your clients' unique goals and objectives? Click Here: https://hubs.ly/Q036NxPJ0 #RetirementPlanOptions #WisdomWednesday #TheAdvantageIsYours
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Take the next step toward a simplified and efficient retirement plan with TRA's Select 401(k) PEP (Pooled Employer Plan) today! Are your clients searching for a retirement plan that attracts top talent while streamlining administration? This innovative retirement plan is the result of a strategic collaboration between The Retirement Advantage, Inc. (TRA), Empower, Envestnet, and FiduciaryxChange, offering unparalleled value and simplicity. We want to ensure that you have all the information you need to make an informed decision, and we are here to answer any questions and guide you through the enrollment process. Get Started Today: https://hubs.ly/Q038SMMN0 #PEP #PooledEmployerPlan #TheAdvantageIsYours
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Myth: Third-Party Administrators (TPAs) are only focused on short-term gains and don't prioritize long-term partnerships with sponsors. Truth: A good TPA aims to establish long-term partnerships with sponsors built on trust, reliability, and mutual respect, investing time and resources in understanding sponsors' unique needs and objectives to foster collaborative relationships that endure beyond the initial engagement. Learn about what TRA does to value long-term relationships with sponsors! Click here: https://hubs.ly/Q039QfDv0 #ClientFocus #TPAPartnership #TheAdvantageIsYours
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#TheAdvantageIsYours when you partner with #TRAexperts like Regional Plan Consultant, Jesse McLeod. Jesse has over 12 years experience with retirement plan sales, design, and service. Today, he is responsible for creating successful partnerships through the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers, and Plan Sponsors to our Southwest territory of AZ, So. CA, HI, NM, NV, and UT. Have a question or need to get in touch with Jesse? Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q038SNVT0 #TRA #Sales #RetirementPlans #Consultant
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#InCaseYouMissedIt: Take a look at our TRA Q1 Newsletter of 2025! To access, click here: https://hubs.ly/Q036wzvt0. We enjoy bringing you the latest news in retirement administration and regulation. While you're on our Newsletters page, don't forget to subscribe so that you don't miss out on our latest releases! Get industry news and other important announcements delivered directly to your inbox. Just fill in your information via the same link above and Subscribe! #Newsletter #PlanSponsors #Subscribe #ICYMI
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Catch up on this week's #CaseOfTheWeek: Reclamation In a recent call with an advisor, the following was asked: “Can the government take back Social Security benefits paid in error?” To view the highlights of the discussion, click here > https://hubs.ly/Q039YhkQ0 Courtesy of Jenny Kiffmeyer, J.D - Retirement Learning Center #SocialSecurity #Reclamation #TheAdvantageIsYours
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