CONNECT WITH SOMEONE IN THE KNOW

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 our Dedicated TPA Company

Regional Sales Consultants

We’re committed to one simple mission: Delivering real and measurable results. No excuses, no exceptions. Our focus is your success — now and into the future.

Our Regional Sales Consultants (RSCs) will:

  • Help you win more business and deliver more value to your clients.
  • Make your marketing efforts more effective and efficient.
  • Collaborate as an extension of your team.
  • Deliver a consistent experience with fewer hassles and better results.
  • Consult with you on personalized plan designs.
  • Make a meaningful, measurable difference to your business.

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

Locate your Regional 401(k) Sales Consultant or 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
    Appleton, WI 54914
    Get Directions
  • Port Washington Office
    101 East Grand Ave
    Suite 16
    Port Washington, WI 53074
    Get Directions
  • Bingham Farms Office
    30600 Telegraph Rd
    Suite 1130
    Bingham Farms, MI 48025
    Get Directions
  • Lancaster Office
    26-28 W King St
    Suite 202
    Lancaster, PA 17603
    Get Directions
To pay your bill by mail, send to:

The Retirement Advantage, Inc.

PO Box 825

Elm Grove, WI 53122-0825

Pattern

FIND THE BEST OPTION FOR YOUR RETIREMENT NEEDS

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