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.

Should a client establish their own plan or consider participation in a pooled arrangement? The answer often depends on ...
09/10/2026

Should a client establish their own plan or consider participation in a pooled arrangement? The answer often depends on goals, flexibility needs, and desired responsibilities.

TRA can help compare available options and explain the tradeoffs. See more details about how plans are compared and what you need to know: https://hubs.ly/Q04rysG30

Cybersecurity Central - DOL Guideline #8: Implement and manage a secure System Development Life Cycle (SDLC) program.Th...
09/10/2026

Cybersecurity Central - DOL Guideline #8: Implement and manage a secure System Development Life Cycle (SDLC) program.

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 #8: At TRA, our SDLC controls cover development, quality assurance, change management, testing, and implementation. Our experienced team enhances our system with all changes documented and approved by management. We maintain a strong vulnerability management program, working with partners to identify and remediate issues, and conduct regular scans with industry-standard tools.

Understand TRA’s comprehensive approach to cybersecurity! Find out more: https://hubs.ly/Q04vY9Mv0

"Financial success is not about the big score, it’s about avoiding the big mistakes." - Carl RichardsRichards underscore...
09/09/2026

"Financial success is not about the big score, it’s about avoiding the big mistakes." - Carl Richards

Richards underscores the importance of avoiding major financial blunders that can derail your retirement plans. Making informed, careful decisions and sticking to a well-thought-out financial strategy can lead to long-term success and security in retirement.

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/Q04nMVck0

Confusion around eligibility can create unnecessary questions and administrative challenges. Clear communication can mak...
09/08/2026

Confusion around eligibility can create unnecessary questions and administrative challenges. Clear communication can make a difference.

TRA can help support plan administration and employee education efforts. Find out how: https://hubs.ly/Q04rwtFK0

when you partner with like Regional Plan Consultant, Jesse McLeod. Jesse has nearly 15 years experience with retirem...
09/08/2026

when you partner with like Regional Plan Consultant, Jesse McLeod. Jesse has nearly 15 years experience with retirement plan sales, design, and service. Today, he is responsible for creating successful partnerships through the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers, and Plan Sponsors to our Southwest territory of AZ, So. CA, CO, HI, NM, NV, and UT.

Have a question or need to get in touch with Jesse?
Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q04vXVbp0

TRA offices are closed today, 9/7, in recognition of Labor Day. We hope everyone enjoys the day and, starting immediatel...
09/07/2026

TRA offices are closed today, 9/7, in recognition of Labor Day. We hope everyone enjoys the day and, starting immediately tomorrow morning, we will be thrilled to continue assisting with your retirement service needs!

Got some time to kill on your day off? - Consider taking a look at our 3(16) Fiduciary Services > https://hubs.ly/Q04vWl3t0. Take special note of just how TRA's 3(16) Services stack up against standard third-party administrator services.

Attention Advisors! Gain an advantage in the 3(16) Fiduciary Services space and achieve greater Advisor Success with thi...
09/06/2026

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/Q04ryDdH0

: Take a look at our TRA Q3 Newsletter of 2026! To access, click here: https://hubs.ly/Q04ryFmN0. We enjoy bringing you...
09/06/2026

: Take a look at our TRA Q3 Newsletter of 2026! To access, click here: https://hubs.ly/Q04ryFmN0. We enjoy bringing you the latest news in retirement administration and regulation.

While you're on our Newsletters page, don't forget to subscribe so that you don't miss out on our latest releases! Get industry news and other important announcements delivered directly to your inbox. Just fill in your information via the same link above and Subscribe!

Catch up on last week's : Revisiting Beneficiary DesignationsIn a recent call with an advisor, the following was asked:...
09/05/2026

Catch up on last week's : Revisiting Beneficiary Designations

In a recent call with an advisor, the following was asked: “I have a client who originally named her then-husband as primary beneficiary and her father as contingent beneficiary on her 401(k) plan. She later divorced that spouse and remarried. Now, she is incapacitated and has no power of attorney, and she did not update her beneficiary form after she remarried. Who is the beneficiary?”

To view the highlights of the discussion, click here >
https://hubs.ly/Q04wDQ230

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

Elevate Your Expertise! 🚀 Join our Complimentary CE Credit Webinars tailored for retirement plan advisors! Dive into vir...
09/04/2026

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/Q04rxhVb0

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! 🌟

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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