Dear client:
We are pleased to announce that effective July 24, 2017, Retirement Planning, Inc. (RPI) is now a division of The Retirement Advantage, Inc. (TRA).
With this union, we have the opportunity to showcase our complementary strengths, common goals, and an uncommonly bright future together.
Through the integration, the same people you have come to know, trust and rely on for your retirement plan administration will remain the same as will our dedication and commitment to you. There is no action for you to take at this time.
Our trade name will change to TRA, adopting their brand name and logo. Over the next year, you will begin to see a number of additional benefits as we fully integrate our companies’ diverse businesses and services.
Together we have a heritage of quality, stability and service. Combined we will continue to be a leader in the retirement plan services industry. If you would like to learn more about TRA, please click here..
We want to take this opportunity to thank you for the respective confidence you have entrusted to us as our client. RPI and TRA are both dedicated to serving you and putting your retirement plan needs first and foremost.
If you have questions regarding this announcement, please contact your client relationship manger.
Sincerely,
Matt Schoneman | President
The Retirement Advantage, Inc.
