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2024 Savings Sprint - Go for Gold

  • Now through December 31, 2024, we’re waiving our set up and conversion fees for all Defined Contributions Plan sales.
  • On average, clients will save 40% on standard year-one administrative fees.
  • Click Here To Get Started

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To help direct you to the appropriate team member, please choose whether you are a:
CURRENT PLAN SPONSOR FINANCIAL ADVISOR WHOLESALER NEW CLIENT
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LOOKING FOR A MORE DETAILED INQUIRY?

REQUEST FOR PROPOSAL
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Connect with TRA’s
Dedicated Regional Plan Consultants

We make your job EASY…
We make you look GOOD…
We help you WIN more business!™

Locate Your TRA Regional Plan Consultant
Download TRA’s distribution team territory map

LOOKING TO FIND US?

Please choose from the below offices or call 888.872.2364 for further information.
  • Appleton Office
    600 S Nicolet Road
    Suite B
    Appleton, WI 54914
    Get Directions
  • Port Washington Office
    101 East Grand Ave
    Suite 16
    Port Washington, WI 53074
    Get Directions
To pay your bill by mail, send to:

The Retirement Advantage, Inc.

PO Box 825

Elm Grove, WI 53122-0825

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FIND THE BEST OPTION FOR YOUR RETIREMENT NEEDS

Consider TRA’s 3(16) Fiduciary Services to ease the day-to-day management of your retirement plan.
3(16) Fiduciary Services