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.

June 19, 1865 - Juneteenth - is the oldest nationally recognized commemoration of the ending of slavery in the United St...
06/19/2026

June 19, 1865 - Juneteenth - is the oldest nationally recognized commemoration of the ending of slavery in the United States. At its heart, Juneteenth is a day of celebration of the journey, restoration, and freedom of Black Americans!

TRA's offices are closed today, in observance. We will return on Monday to assist with all your retirement planning needs. Have a wonderful day and long weekend!

🧐 Which path is best for you? 🧐 TRA provides two game-changing enhancement options for our fiduciary services lineup! De...
06/18/2026

🧐 Which path is best for you? 🧐 TRA provides two game-changing enhancement options for our fiduciary services lineup! Designed with our valued clients in mind, these fiduciary service options offer even greater flexibility to meet diverse needs and preferences of plan sponsors.

OPTION 1. 3(16) Core Fiduciary Services: A brand-new version catering to plan sponsors seeking support exclusively for Form 5500 filings and distribution processing.

OPTION 2. 3(16) Enhanced Fiduciary Services: Perfect for plan sponsors desiring our comprehensive range of fiduciary services.

Unsure on which option fits better for you? View full detailed breakdown here: https://hubs.ly/Q04jXSfB0

With this dual-service approach, we empower plan sponsors to choose the model aligning best with their financial goals and servicing preferences. Elevate your fiduciary experience with TRA!

Cybersecurity Central - DOL Guideline #8: Implement and manage a secure System Development Life Cycle (SDLC) program.Th...
06/18/2026

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/Q04dPWRX0

"Know what you own, and know why you own it." - Peter Lynch.Lynch stresses the importance of understanding your investme...
06/17/2026

"Know what you own, and know why you own it." - Peter Lynch.

Lynch stresses the importance of understanding your investments and their role in your retirement portfolio. A clear understanding of your investment strategy can help you stay focused on your long-term financial goals.

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/Q04dQ1Wj0

: Please join us in congratulating one of our for recently taking a step further towards their desired NIPA designati...
06/16/2026

: Please join us in congratulating one of our for recently taking a step further towards their desired NIPA designation goals! Congratulations, Jon!

Connect with someone in-the-know at TRA: https://hubs.ly/Q04lz1tC0

when you partner with like Regional Plan Consultant, Austin Solomon. Austin works closely with financial advisors, i...
06/16/2026

when you partner with like Regional Plan Consultant, Austin Solomon. Austin works closely with financial advisors, institutional wholesalers, and recordkeeping partners to support plan consultation, design, and implementation, ensuring each retirement plan is aligned with the needs of all stakeholders. 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 IN, KY, OH, TN, and WV.

Have a question or need to get in touch with Austin?
Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q04jNNrN0

06/15/2026

: Please join us in congratulating one of our for recently taking a step further towards their desired ASPPA designation goal! Congratulations, Lindsay!

Connect with someone in-the-know at TRA: https://hubs.ly/Q04ltktK0

Myth: Our plan has never had issues, so we don’t need a Third-Party Administrator (TPA).Truth: Retirement plans are comp...
06/15/2026

Myth: Our plan has never had issues, so we don’t need a Third-Party Administrator (TPA).
Truth: Retirement plans are complicated. The IRS has identified many common errors in the ongoing maintenance of a qualified plan. At TRA, we ensure your plan remains compliance with evolving regulations, preventing potential future problems.

Secure your plan’s future with TRA today! Click here: https://hubs.ly/Q049Tf360

Understand the Numbers in Your Retirement: with dedicated like our online calculators for savings, planning, compari...
06/14/2026

Understand the Numbers in Your Retirement: with dedicated like our online calculators for savings, planning, comparisons, and more! Get started > https://hubs.ly/Q04jNzHC0

Catch up on this week's : DFVCP Special FilingIn a recent call with an advisor, the following was asked: “My client is ...
06/13/2026

Catch up on this week's : DFVCP Special Filing

In a recent call with an advisor, the following was asked: “My client is a small IRC §501(c)(3) organization with an ERISA 403(b) plan. We discovered they missed several years of Form 5500 filings. Money is tight for the organization. Can it correct the failed filings under the DFVCP without facing massive penalties?”

To view the highlights of the discussion, click here >
https://hubs.ly/Q04lcGGs0

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

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

Website

Alerts

Be the first to know and let us send you an email when The Retirement Advantage, Inc. (TRA) posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category