TRA Releases E-Book on Group 401(k) Plans for Advisers
It focuses on MEPs, PEPs and aggregation programs.
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The Retirement Advantage Revamps Website
The new website introduces a range of content and videos, a blog, a library of plan design comparison tools, retirement calculators, administrator user guides, account access and comprehensive retirement plan information.
Retirement Industry People Moves
NFP Advisor Services to rebrand as Kestra Financial; Arnerich
Massena announces new CFO; Pentegra Retirement Services names regional director
for upper Midwest territory; The Retirement Advantage adds sales rep; GW&K
adds taxable bond portfolio manager; Northern Trust Asset Management boosts
OCIO team.
TRA Debuts All-Platform-Friendly Website
Through responsive Web design, the TRA website delivers full functionality and content across multiple devices.
The Retirement Advantage Hires Installation Manager
Emily Hooyman will oversee the process of onboarding new clients of The Retirement Advantage.
TRA Introduces Industry-Specific Plan Designs
The Retirement Advantage Inc. (TRA) has introduced a series of plan design solutions aimed at helping employers in various industries boost their employees’ retirement readiness.
TRA Hires Mid-Atlantic Business Consultant
The Retirement Advantage, Inc. (TRA) has hired Courtney Zanghi as a new business consultant in the Mid-Atlantic region.
TRA Introduces Premier Advisor Group Program
The Retirement Advantage, Inc. (TRA) launched a new program that provides enhanced operational and business development services to qualifying adviser partners, as well as discounted pricing for sponsor clients.
The Retirement Advantage Restructures Client Services
The Retirement Advantage, Inc. (TRA), a third-party administrator (TPA), is restructuring how it serves clients.
TRA Unveils Mobile Adviser App
The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.
The Retirement Advantage Adds Three to Wholesale Team
The Retirement Advantage, Inc. (TRA) announced the addition of Brenda Brumm and Jay Bloom to its wholesale team.
The Retirement Advantage Acquires Benefits Consulting Group
The Retirement Advantage, Inc. (TRA) announced the acquisition of Benefits Consulting Group, LLC (BCG) of Holyoke, Massachusetts.
Wis. TPA Hires Sales Consultants
A Wisconsin third-party administrator (TPA) has hired three sales representatives.
TPA TRA Picks Up 300 Retirement Plans with Acquisition
The Retirement Advantage, Inc. (TRA) has announced the acquisition of DML Benefits, LLC. (DML), consisting of approximately 300 retirement plans.