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/Q02N5mRr0 #eBook #Advisor #Success #Retirement #TRA #TheAdvantageIsYours
The Retirement Advantage, Inc. (TRA)
Finanzdienstleistungen
Port Washington, WI 5,408 followers
The Advantage is Yours!
Über uns
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.
- Website
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http://www.tra401k.com
External link for The Retirement Advantage, Inc. (TRA)
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 201-500 Mitarbeiter
- Hauptsitz
- Port Washington, WI
- Typ
- In Privatbesitz
- Gegründet
- 1996
- Spezialitäten
- 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, and Customer Service
Standorte
Employees at The Retirement Advantage, Inc. (TRA)
Aktualisierungen
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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/Q02PczDz0 #FinancialFocus #Friday #TheAdvantageIsYours
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Cybersecurity Central - DOL Guideline #8: Implement and manage a secure System Development Life Cycle (SDLC) program. 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 #8: At TRA, our SDLC controls cover development, quality assurance, change management, testing, and implementation. Our experienced team enhances our system with all changes documented and approved by management. We maintain a strong vulnerability management program, working with partners to identify and remediate issues, and conduct regular scans with industry-standard tools. Understand TRA’s comprehensive approach to cybersecurity! Find out more: https://hubs.ly/Q02NHNJq0 #SDLC #CyberSecurity #QualityAssurance #TheAdvantageIsYours
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Elevate Your Expertise! 🚀 Join our Complimentary CE Credit Webinars tailored for retirement plan advisors! Dive into virtual industry-related content with our knowledgeable and friendly TRA Regional Plan Consultants and Subject Matter Experts. Gain valuable advice, guidance, and perspectives designed to perfectly align with your business and advisory team's needs. Click Here to View the Official Upcoming Schedule: https://hubs.ly/Q02KqhyC0 Ready to expand your horizons? Our webinars can help you increase access to new client relationships, identify fresh sales opportunities, and ultimately win new business. Let TRA's webinars be your catalyst for success in the ever-evolving world of retirement planning! 🌟 #CECreditWebinars #RetirementPlanning #SuccessJourney
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"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett. Buffett often emphasizes the importance of long-term planning and investing. Just as a tree needs time to grow before it can provide shade, plan arrangements and investments need time to grow before they can become supportive in retirement. Need to review what plan option(s) might best-tailor to you and/or your clients' unique goals and objectives? Click Here: https://hubs.ly/Q02Nw00C0 #RetirementPlanOptions #WisdomWednesday #TheAdvantageIsYours
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GO FOR GOLD WITH OUR 2024 SALES SPRINT! Now through December 31, 2024, we’re waiving our Set Up and Conversion fees for all Defined Contribution Plan sales. On average, this results in a reduction of 40% of our standard year-one administrative fees. Sprint full speed ahead with your plans - the winner's podium awaits! To learn more about the program and how we can help your clients save, click here > https://hubs.ly/Q02Nw2Dg0 #YearEnd #SalesPromo #TheAdvantageIsYours
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In the realm of retirement planning, the synergy between third-party administrators (TPAs) and advisors is paramount for sustained success. As the TPA industry increasingly shifts to remote operations, maintaining strong relationships poses new challenges. Effective navigation of these challenges requires a deep understanding and clear communication of the value that TPAs bring to advisors across five critical areas. Click Here to View Full Article: https://hubs.ly/Q02MNvbK0 Original Article with additional context credited to ASPPA: https://hubs.ly/Q02MNc8c0 #RetirementPlans #TPA #Communication #FYIfromTRA
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Myth: Third-Party Administrators (TPAs) are replaceable, and retirement plan administration can easily be handled internally. Truth: TPAs offer specialized expertise, resources, and technology that sponsors and/or their advisors may not have in-house. TRA provides these services and benefits for the purpose of enhancing efficiency, reducing risk, and ensuring compliance with regulatory requirements. To learn more, click here: https://hubs.ly/Q02Hsz4n0 #RetirementPlanning #TPAServices #TheAdvantageIsYours
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#TheAdvantageIsYours when you partner with #TRAexperts like Regional Plan Consultant, Nic Irick. Nic has over a decade of experience in the retirement plan industry. Today, he is responsible for creating successful partnerships with Financial Advisors, Retirement Plan Wholesalers, and Plan Sponsors in AR, KS, MO, OK, and TX. Have a question or need to get in touch with Nic? Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q02KjhHm0 #TRA #Sales #RetirementPlans #Consultant
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#InCaseYouMissedIt: Take a look at our TRA Q3 Newsletter of 2024! To access, click here: https://hubs.ly/Q02MVC360. 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