The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA) At TRA, we believe in a better retirement. When you choose us as your retirement administration part The Retirement Advantage, Inc.

(TRA) is a premier third party administrator that specializes in administration, consultation and compliance of retirement plans for small, privately held businesses nationwide. Currently we service more than 6,000 plan sponsors, 350,000 plan participants and have more than $6 billion in retirement assets under our administration. When you partner with TRA, you gain a trusted retirement plan exper

t. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail.

Attention Advisors! Leap in front of the competition in the market of Cash Balance Plans with this FREE E-Book for Advis...
06/12/2026

Attention Advisors! Leap in front of the competition in the market of Cash Balance Plans with this FREE E-Book for Advisor Success!

Want to help your successful business owner clients save more for retirement while cutting down personal and business income taxes? Learn how to add a Cash Balance Plan to their company's 401(k). Download Here > https://hubs.ly/Q04d-Lx40

Elevate Your Expertise! 🚀 Join our Complimentary CE Credit Webinars tailored for retirement plan advisors! Dive into vir...
06/11/2026

Elevate Your Expertise! 🚀 Join our Complimentary CE Credit Webinars tailored for retirement plan advisors! Dive into virtual industry-related content with our knowledgeable and friendly TRA Regional Plan Consultants and Subject Matter Experts. Gain valuable advice, guidance, and perspectives designed to perfectly align with your business and advisory team's needs.

Click Here to View the Official Upcoming Schedule: https://hubs.ly/Q04j-MVQ0

Ready to expand your horizons? Our webinars can help you increase access to new client relationships, identify fresh sales opportunities, and ultimately win new business. Let TRA's webinars be your catalyst for success in the ever-evolving world of retirement planning! 🌟

Cybersecurity Central - DOL Guideline #7: Conduct periodic cybersecurity awareness training.The DOL's Employee Benefits...
06/11/2026

Cybersecurity Central - DOL Guideline #7: Conduct periodic cybersecurity awareness training.

The DOL's Employee Benefits Security Administration (EBSA) has issued twelve points for cybersecurity risk mitigation in the retirement industry. Follow along as we identify each of the guidelines, as well as what we do to align with them!

Addressing Guideline #7: TRA has developed a custom cybersecurity training course based on TRA’s security standards and policies and industry specific risks, which all TRA team members are required to complete as part of the onboarding process, in addition to third-party cybersecurity training modules. Everyone must also complete periodic online information security training.

Get a better understanding of how TRA is trained to protect you! Click here: https://hubs.ly/Q04dPsNc0

"You can't plan for everything, but the earlier you start, the more you can prepare for the unexpected." - Jean Chatzky....
06/10/2026

"You can't plan for everything, but the earlier you start, the more you can prepare for the unexpected." - Jean Chatzky.

Chatzky emphasizes the importance of starting your retirement planning early to build a financial cushion that can help mitigate unexpected challenges in the future.

Need to review what retirement plan option(s) might best-tailor to you and/or your clients' unique goals and objectives? Click Here: https://hubs.ly/Q04dPBxG0

when you partner with like Regional Plan Consultant, Sean Duncan. Duncan has worked in the financial services indust...
06/09/2026

when you partner with like Regional Plan Consultant, Sean Duncan. Duncan has worked in the financial services industry for 25+ years with a focus in retirement plans. He has a proven track record of understanding plan sponsor and advisor needs at every level of plan size or tax code, and delivering exceptional results. He is responsible for creating successful partnerships via the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers, and Plan Sponsors in DC, DE, MD, NJ, PA, and VA.

Have a question or need to get in touch with Sean?
Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q04hkHSq0

Myth: Third-Party Administrators (TPAs) only benefit employees, not employers.Truth: TPAs help employers by reducing adm...
06/08/2026

Myth: Third-Party Administrators (TPAs) only benefit employees, not employers.
Truth: TPAs help employers by reducing administrative burden, ensuring compliance, and enhancing employee satisfaction with robust retirement plans.

See how TRA can benefit you and/or your client’s entire organization! Learn more:
https://hubs.ly/Q049Tl7Y0

: From Beneficiary Forms and Distribution Forms to Loan Forms, Salary Deferral Agreement Forms, and more, TRA provides ...
06/07/2026

: From Beneficiary Forms and Distribution Forms to Loan Forms, Salary Deferral Agreement Forms, and more, TRA provides the sorts of Participant Forms and other resources that Financial Advisors need. Click here to view and access these forms > https://hubs.ly/Q04jNBrl0

Catch up on this week's : Long Term Care PolicyIn a recent call with an advisor, the following was asked: “What are "Lo...
06/06/2026

Catch up on this week's : Long Term Care Policy

In a recent call with an advisor, the following was asked: “What are "Long-Term Care (LTC) distributions” from defined contribution (DC) plans and their potential tax benefits?”

To view the highlights of the discussion, click here >
https://hubs.ly/Q04kkTpn0

Courtesy of Jenny Kiffmeyer, J.D - Retirement Learning Center

Attention Advisors! Gain an advantage in the 3(16) Fiduciary Services space and achieve greater Advisor Success with thi...
06/05/2026

Attention Advisors! Gain an advantage in the 3(16) Fiduciary Services space and achieve greater Advisor Success with this FREE E-Book!

Download today to view how TRA simplifies and streamlines retirement plan administration, managing fiduciary responsibilities, seeing more value for less cost, and more! > https://hubs.ly/Q04f1kXt0

When it comes to fiduciary duties, there's inherent liability at stake. Fiduciaries failing to adhere to fundamental sta...
06/05/2026

When it comes to fiduciary duties, there's inherent liability at stake. Fiduciaries failing to adhere to fundamental standards may face personal liability, obligated to rectify plan losses or profits obtained improperly through asset misuse. So, what’s the solution?

Click Here: https://hubs.ly/Q04d-FwL0

Address

600 S Nicolet Road, Suite B
Appleton, WI
54914

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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