• PUT A PLAN AROUND YOUR COMPANY’S FUTURE.

  • EXPERIENCE THE RETIREMENT ADVANTAGE.

  • ACCOMPLISH MORE WITH YOUR RETIREMENT PLAN.

  • PUT A PLAN AROUND YOUR COMPANY’S FUTURE.

  • EXPERIENCE THE RETIREMENT ADVANTAGE.

  • ACCOMPLISH MORE WITH YOUR RETIREMENT PLAN.

  • PUT A PLAN AROUND YOUR COMPANY’S FUTURE.

  • EXPERIENCE THE RETIREMENT ADVANTAGE.

  • ACCOMPLISH MORE WITH YOUR RETIREMENT PLAN.

Pattern

Cash Balance Plans Accelerate Retirement Saving

October 24, 2019
Cash Balance Webinar
Pattern

YEAR-END DATA COLLECTION MADE EASY

  • DOWNLOAD our year-end data checklist.
  • CONTACT your CRM with questions.
  • LOGIN to our PlanSponsorLink portal.

Your Third-Party Administrator with Specialized Retirement Plan Expertise for Employers, Advisors and Employees

As a leading national retirement services company, The Retirement Advantage, Inc. (TRA) provides third-party administration (TPA), retirement plan design and fiduciary services to financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned us as one of the largest, privately held third-party administrators in the nation. We proudly serve more than 8,500 plan sponsors, with more than $8.5 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.

Retirement plans are complicated. We make the process simple.

As a TPA, TRA provides 401(k) and retirement plan design,  and fiduciary services to help your business offer competitive employee benefits to both attract and retain the best talent. We work with employers and financial advisors to design truly customized plans; we also offer 3(16) Plan Administration Relief Services (PARS) to help employers minimize risk and maximize resources while properly executing daily fiduciary duties and maintaining compliance.

Why Partner With TRA?

  • Concierge Service.

    We match you with one of our dedicated consultants, who is readily available to answer your questions; guide you through the process; help you adhere to timelines and compliance deadlines; provide the resources necessary for informed decision-making; and assist you in communicating with government and regulatory agencies. Your TRA consultant will stay with you every step of the way. We provide custom solutions; therefore, you deserve consistent, personal attention from the same knowledgeable person on whom you can depend.

  • Value and Expertise.

    Your plan will be supported by our experts — many of whom have achieved national certifications in the employee benefits field, including the American Society of Pension Professionals & Actuaries.

  • Leading Technology.

    Our TRA team adopts and develops the latest technology to provide you with best-in-class access, security communication and efficiency. With TRA’s comprehensive cybersecurity strategy and protocols we continuously monitor for attacks and vulnerabilities to protect your data and give you comfort when doing business with us. We invite our plan sponsors, participants and wealth managers to use our client portals for quick and easy access to all of your plan information. We work to integrate our systems and tools to provide real-time, quick, clear data about your plan.

  • Preferred Partner.

    We are a preferred TPA and select partner of American Funds, Ameritas, Empower, John Hancock, Lincoln Financial Group, MassMutual, Mutual of Omaha, Nationwide, Ohio National, OneAmerica, Principal Financial Group, The Standard, TransAmerica, T. Rowe Price, Vanguard and Voya and more. We also have open architecture products, with access to hundreds of mutual funds.

We offer a wide variety of plan types to help you succeed, including:

    • 401(k)
    • 403(b)
    • 457
    • Age-Weighted
    • Cash Balance
    • Cross-Tested
    • Defined Benefit
    • MEP/PEO
    • Safe Harbor
    • Solo(k)

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 The Retirement Advantage. Streamline your retirement plan administration with a trusted TPA.