Explore the Advantage(k) Suite

  • Find the Right Retirement Plan for Your Business

    Whether you’re launching your first retirement plan, running an owner-only business, or helping clients evaluate options, the Advantage(k) Suite makes it simple to find a solution that fits your goals.

    Backed by TRA’s expertise, technology, and service, the Advantage(k) Suite offers streamlined retirement plan solutions designed to help businesses save time, stay compliant, and build better retirement outcomes. The suite consists of Advantage(k) Start for businesses with employees and Advantage(k) Solo for owner-only businesses.

     

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      Why Businesses Choose the Advantage(k) Suite

      Proven Retirement Plan Expertise

      Work with one of the nation’s leading retirement plan administrators and receive guidance throughout the lifecycle of your plan.

      Guided Implementation

      We simplify the process by helping you select, establish, and launch the right retirement plan.

      Compliance Support

      Built-in plan administration and support help keep your plan running smoothly.

      Advisor-Friendly Solutions

      Financial advisors gain access to resources, consultation, education, and ongoing support.
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      Lets Get Started


Advantage(k) Start

Advantage(k) Solo

  • Designed for Owner-Only Businesses

    A streamlined Solo 401(k) solution for self-employed individuals and businesses without employees, other than a spouse. This solution focuses on maximizing retirement savings while minimizing administrative complexity.

    Key Benefits

    • Higher contribution potential
    • Tax-advantaged retirement savings
    • Easy administration
    • Guided support from TRA
    • Built specifically for owner-only businesses

    Learn More About Advantage(k) Solo

Compare Solutions at a Glance

Feature Advantage(k) Start Advantage(k) Solo
Designed For Businesses with employees Owner-only businesses
Plan Types Safe Harbor Match, Safe Harbor Non-Elective, Traditional 401(k) Solo 401(k)
Employee Eligibility Yes No employees required
Implementation Guided setup process Simplified setup
Best For Attracting and retaining employees Maximizing owner savings
Ongoing Support Included Included

Built for Financial Advisors

  • Partner With TRA

    TRA helps advisors identify, implement, and support retirement plans for their clients through a combination of experienced consultants, technology, and service.

    Advisor Benefits

    • Dedicated retirement plan specialists
    • Educational resources and training
    • Marketing support materials
    • Streamlined onboarding process
    • Ongoing client service support
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      Simple. Guided. Built for You.

      1. Choose Your Solution

      • Select Advantage(k) Start or Advantage(k) Solo.

      2. Select Your Plan Design

      • Choose the plan structure that aligns with your goals.

      3. Complete Your Information

      • Provide basic business and plan details.

      4. We Prepare the Documents

      • TRA prepares the required plan documentation.

      5. Launch Your Plan

      • Complete implementation and go live.

      6. Receive Ongoing Support

      • Our team remains available to help support your plan.

Advantage(k) Suite FAQs

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      What is the Advantage(k) Suite?

      The Advantage(k) Suite is TRA’s family of streamlined retirement plan solutions that includes Advantage(k) Start and Advantage(k) Solo.
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      Which solution is right for me?

      Businesses with employees typically benefit from Advantage(k) Start, while self-employed individuals and owner-only businesses may be a fit for Advantage(k) Solo.
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      Can I compare plan designs before getting started?

      Yes. The Advantage(k) Suite includes comparison tools and educational resources to help evaluate options.
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      Does TRA provide ongoing support?

      Yes. TRA provides administration, compliance support, and ongoing service after implementation.
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      Am I eligible for startup tax credits?
      Certain businesses may qualify for retirement plan startup tax credits. Consult your tax advisor regarding eligibility.
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