Congratulations on being named one of PLANADVISERS’s Top 100 Retirement Plan Advisors

When you Partner with TRA You Gain a Trusted Team

Partnering with TRA

Integrity, trust, communication and commitment are vital to becoming part of your financial services team. When you choose to work with TRA, you can take stock in our unchanging values, as well as our steadfast commitment to meeting the needs of plan advisors throughout the nation.

At The Retirement Advantage, we believe in a better retirement. When you choose us as your retirement administration partner, you are joining forces with one of the industry’s leading experts in retirement plans. The nations most successful companies choose TRA time & time again. They do so with confidence, as we deliver high quality service on time, within budget and with the highest degree of quality. We believe that through flexible and innovative planning, we can provide you with the best retirement solutions for your future. To lean more about TRA, Click Here.

Regional Sales Consultants (RSCs) Support:

• TRA is proud to be a local presence with you in the field that will help you win and close business.
• Our RSCs will help support your marketing efforts.
• Our industry experts will act as an extension of your team.
• TRA’s RSCs can help you navigate through provider and cost proposals.
• Our team is available to consult with you on customized plan design.
• You can expect TRA to introduce other providers to help support your business.

TRA’s Service Offerings: 

• TRA offers a high level of customer service at competitive rates.
• We make 3(16) services available – Plan Administration Relief Services (PARS).
• Our premier advisor program is among our most popular service offerings.
• TRA’s experts can assist with prospective client referrals.
• We are able to administer a wide-variety of plan types.
• A dedicated installation specialist and client relationship manager are assigned for each plan.

Learn how we can help.

The Advantage is Yours