Consider TRA's 3(16) Fiduciary Services & Plan Administration
TPA Solutions
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 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.
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) fiduciary services to help employers minimize risk and maximize resources while properly executing daily fiduciary duties and maintaining compliance.
Why Partner With TRA for Retirement & Fiduciary Services?
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Personalized Service.
We pair you with a dedicated consultant from our team, who will be readily accessible to address your inquiries, lead you through the procedures, ensure you meet deadlines and regulatory requirements, equip you with the information needed to make well-informed choices, and aid you in your interactions with government and regulatory bodies. Your designated TRA consultant will accompany you throughout the entire journey. As we offer tailored outcomes, it’s only fitting that you receive unwavering, individualized support from a familiar expert you can rely on.
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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.
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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.
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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:
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- 401(k)
- 403(b)
- 457
- Age-Weighted
- Cash Balance
- Cross-Tested
- Defined Benefit
- Group 401(k)
- 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.