We are extremely pleased to announce that effective August 31, 2019, Scholz & Friends Enlightened Retirement Group, 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, trust and rely on for your retirement plan administration services will remain the same, as will our dedication and commitment to you. We will make this process as seamless as possible and will continue to operate out of San Antonio, TX. We have already notified your financial advisor of this transition and the advantages we can offer them.
As we begin to integrate Scholz & Friends into TRA, you will start to see the TRA brand name and logo. Over the next year, you will see a number of benefits as we fully integrate our companies’ businesses and services. Some of the exciting services that TRA offers its Plan Sponsors are 3(16) Fiduciary Services, a Plan Document Maintenance Program, and specialized departments to ensure seamless administration for all of your retirement plan’s needs. If you would like to learn more about TRA, click here.
We want to take this opportunity to thank you for your loyalty to, and confidence in, Scholz & Friends and look forward to continuing to provide you with the exceptional customer support and service that you have enjoyed for many years to come.
If you have questions regarding this announcement, please contact our San Antonio office at 210.820.8428.
Sincerely,
Matt Schoneman | President
The Retirement Advantage, Inc.
Jay Scholz | President
Scholz Friends Enlightened Retirement Group, Inc.
