A national retirement services company providing TPA and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes.
Understand the Numbers in Your Retirement: #TheAdvantageIsYours with dedicated #TRAtools like our online calculators for savings, planning, comparisons and more. Get started > https://t.co/RSikDU4Dqt
As your business grows, your needs change. Your #retirementplan is no different. We help can you at all stages of your business growth to make sure your retirement plan keeps pace with your needs now and into the future. Learn about creating the right plan https://t.co/GHZdFHQxpy
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://t.co/fq3uXjV4Yb
Enjoy a little weekend reading of our #PlanSponsorOutlook newsletter > https://t.co/mW9E9Cjroe.
• Record Gains and New Highs
• COVID-19 Impacts Retirement Prospects f
• Refinement of #RetirementPlan Priorities
• #PlanSponsors Ask... Q & A
• Web Resources for Plan Sponsors
#TRAgrows with the acquisition of Rosenfeld/Tortu Retirement Planning Co., Inc. of #Elmsford, #NewYork > https://t.co/AXOUJkyXEy
"This is an excellent opportunity for both firms to benefit from each other’s unique capabilities,” asserts Jeff Schreiber, TRA’s VP of Distribution.
Connect with TRA's dedicated regional sales consultants > https://t.co/a5AqRm7lTN
We make your job EASY…
We make you look GOOD…
We help you WIN more business!™
#Fiduciary FAQs: What is a fiduciary? Who is a fiduciary? Why is a fiduciary important? Find answers and insight about 3(16) fiduciary services and more > https://t.co/m879RIl68a. #TheAdvantageIsYours with TRA as your delegated 3(16) plan administrator.
New on the #TRAblog: DOL Unveils #Cybersecurity Guidance > https://t.co/jWr7dXK00E. Learn about tips and best practices for protecting retirement benefits. Intended for #plansponsors, plan #fiduciaries, record keepers, plan participants and beneficiaries.
#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://t.co/Vi83TT18RY #TheAdvantageIsYours#TRAadvantage
Last Chance to Register for #TRAwebinar: Demand Stays Strong for #CashBalance Plans, 4/15, AM CDT > https://t.co/eNv4VHFYwH. TRA’s Cash Balance Plan Consultant Tom Powell will present:
• Why Cash Balance Plans are so popular
• Identifying qualifying candidates
• Sales tactics
#TRAtools: Compliance & Reporting Dates. April 15 is the #deadline for processing corrective distributions for IRC Section 402(g) excesses. See more upcoming deadlines > https://t.co/qtR33WZqHe #TheAdvantageIsYours#TRAadvantage
#TheAdvantageIsYours: Start-up costs have always been a major hurdle to #smallbusinesses that want to start a #401k plan, but a #EGTRRA provision helps scale this barrier to employee saving opportunities. Keep reading > https://t.co/aFNASH80Wk
#TRAwebinar Offerings With CE Credit: https://t.co/rTmpLqqmEB. TRA and the Retirement Learning Center (RLC) have a strategic partnership aligned to enhance #financialadvisor preparedness in delivering solutions for their growth in the retirement consulting business. #TRAadvantage
At TRA, we promise two things to our #financialadvisors and #wealthmanagement partners: integrity and value. We work tirelessly to deliver on the promises you have made to your clients. Learn more about the #TRAadvantage > https://t.co/4AqrNZz6Sj
#TRAwebinar: Demand Stays Strong for #CashBalance Plans, April 15, 9-9:30 AM CDT > https://t.co/zr0rfCRG6B.
TRA Cash Balance Plan Consultant Tom Powel, will present:
• Why Cash Balance Plans are so popular
• How to identify qualifying candidates
• Sales tactics and timelines
#TRAtools: Download your copy now of our #PlanSponsorOutlook newsletter > https://t.co/y8W5RVugKT. Topics featured in the Q2 issue include:
• Record Gains
• COVID-19 Impacts
• Refinement of #RetirementPlan Priorities
• #PlanSponsors Q & A
• Web Resources
• And More!
To all of our Twitter followers, we'd like to say THANK YOU for your likes, retweets and comments on our posts. Learn more about TRA and our #retirementplan administration, consultation and #compliance services > https://t.co/uuiVFjCBbN
#TRAadvantage#TheAdvantageIsYours