R. Bruce Tanner & Associates, Inc. Acquired by The Retirement Advantage, Inc.

We are pleased to announce that effective January 1, 2021, R. Bruce Tanner & Associates, 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 R. Bruce Tanner & Associates, 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.

Learn more about TRA.

Centralized mailing address and contact numbers: 

The Retirement Advantage, Inc.
600 S Nicolet Road
Appleton, WI 54914

Toll Free:  888.872.2364
Fax:  800.459.5815

Please see below for links to familiar accounts or websites you may have accessed prior to the acquisition.

My 401(k)

Sign Form 5500

Pattern

Consider TRA's 3(16) Plan Administration Relief Services (PARS)

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.
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