TPA Company - 401K Plan Administrator - Retirement Advantage

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Summertime Saver Promotion

From July 1 - September 30, 2022
On average, your clients will save 40% on standard year-one administrative fees
Click Here To Learn More

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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Last Name*
Company Name*
PLAN ID
Phone*
Email*
State*
DO THESE APPLY?
Questions/Comments
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First Name*
Last Name*
Broker/Dealer
Phone*
Email*
State*
HOW DID YOU HEAR OF TRA
Questions/Comments
Email
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First Name*
Last Name*
Broker/Dealer
Phone*
Email*
State*
HOW DID YOU HEAR OF TRA
Questions/Comments
Phone
This field is for validation purposes and should be left unchanged.

First Name*
Last Name*
Company Name
State*
Phone*
Email*
HOW DID YOU HEAR OF TRA
Questions/Comments
Comments
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LOOKING FOR A MORE DETAILED INQUIRY?

REQUEST FOR PROPOSAL

First Name*
Last Name*
State*
Phone*
Email*
Employer Name
Preferred Plan Provider
New or Conversion
Plan Type*
3(16) PARS
Broker-Dealer
Number of Eligible Employees
Current Assets
How Did You Hear Of TRA
Comments
Phone
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Connect with TRA’s
Dedicated Regional Sales Consultants

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

Locate Your TRA Regional Sales 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

Appleton, WI 54914
Get Directions
Elmsford Office

570 Taxter Road

Elmsford, NY 10523
Get Directions
Owings Mills Office

11408 Cronridge Dr.

Suite # I

Owings Mills, MD 21117
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) Plan Administration Relief Services (PARS) to ease the day-to-day management of your retirement plan.

3(16) Fiduciary Services