We are pleased to announce that effective March 31, 2021, Rosenfeld / Tortu Retirement Planning Co., 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 Rosenfeld / Tortu Retirement Planning Co., 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.
Centralized mailing address and contact numbers:
The Retirement Advantage, Inc.
600 S Nicolet Road
Appleton, WI 54914
Toll Free: 888.872.2364