We are pleased to announce that effective August 31, 2019, Benefit Strategies, Inc. has been acquired by The Retirement Advantage, Inc. (TRA). We have brought about the union of two groups with complementary strengths, common goals and an exceptionally bright future together.

Through the acquisition, the people you have come to know and trust for your retirement plan administration services will remain on staff at TRA, continuing to be dedicated and committed to you.  We will make this process as seamless as possible, but you will see immediate changes to their contact information.

As we integrate Benefit Strategies, Inc. into TRA, you will start seeing the TRA brand name and logo, as well as a shift to using TRA email addresses, phone numbers and a centralized mailing address.  We ask that you update your records accordingly to ensure there are no delays in communication.

The original Benefit Strategies website provided a link for participant login for all Aspire clients.  Here is the link for participant login:

Centralized mailing address and contact numbers: 

The Retirement Advantage, Inc.
600 S Nicolet Road
Appleton, WI 54914

Toll Free:  888.872.2364
Fax:  800.459.5815

Updated direct email and phone numbers:

Name Email Direct Phone
Susie Potter Su**********@tr*****.com 920.750.7552
Robin Harris Ro**********@tr*****.com 920.750.7553
Robin Louthen Ro***********@tr*****.com 920.750.7554

If you would like to learn more about TRA, click here.


Consider TRA's 3(16) Fiduciary Services & Plan Administration

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.