When you partner with The Retirement Advantage, Inc. (TRA), you gain a trusted retirement plan expert. TRA has been focused on helping our business partners, plan sponsors and participants meet their unique retirement goals through proactive account management and exceptional customer service. Our commitment to providing expert consultative services and relevant resources has helped position TRA in the top 5% of independently owned, privately held third-party administrators in the nation.
TRA has been providing retirement administration services exclusively since 1996. We don’t have to struggle with competing corporate divisions for resources to support our clients. We understand where the industry has been and where it is going. Know that you can count on us to understand the changes occurring within the retirement plans industry and to keep you informed.
The focus is on your needs. TRA specializes in helping businesses set and achieve their financial goals. Our representatives are standing by ready to assist you with your financial needs. In addition to offering personalized guidance and recommendations, a relationship with TRA means that you will have access to a variety of educational opportunities that will assist you in meeting your clients’ needs.
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 individuals and business owners throughout the nation. Click here to see TRA at a glance.
We are a national TPA with offices in Appleton and Port Washington, WI and satellite locations across the country.
We are indifferent to the investment choice of the broker/producer or plan sponsor.
TRA uses state-of-the-art quality control processes and follow-up procedures to help minimize risk 24 hours a day, 7 days a week, year after year. What’s more, the TRA Quality Team reviews every plan as a second quality check for accuracy and compliance, ensuring your retirement plan avoids any possible breaches from a Department of Labor or IRS standpoint.
As your retirement needs and government regulations change, TRA proactively takes the necessary steps to communicate how those changes will impact your retirement strategy, inform you of the optimal options and implement any plan changes as quickly as possible.
Comparing retirement plans is complicated, especially when it comes down to evaluating all the “hidden” costs and the true value-added services you receive.
TRA is a transparent partner that can help you understand every nuance of our partnership with you and help you make well-planned decisions.
Request a proposal for a free audit, analysis and recommendation on how to optimize your company’s retirement plan strategy.