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.

Catch up on this week's : After-tax Not New But Nuanced In a recent call with an advisor, the following was asked: “I’m...
05/30/2026

Catch up on this week's : After-tax Not New But Nuanced

In a recent call with an advisor, the following was asked: “I’m interested in engaging with my clients about standard after-tax contribution opportunities in their 401(k) plans. What are the pros and cons of having an after-tax contribution feature?”

To view the highlights of the discussion, click here >
https://hubs.ly/Q04jnGDM0

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

FYI from TRA - A reminder of retirement plan-related important dates that will be taking place this upcoming month:June ...
05/29/2026

FYI from TRA - A reminder of retirement plan-related important dates that will be taking place this upcoming month:

June 30
• Deadline for processing corrective distributions for failed ADP/ACP test from plan with EACA without 10% excise tax.

Questions? Reach out to us: https://hubs.ly/Q04jpjwH0

Attention Advisors! Gain an edge in the Group 401(k) marketing with this FREE E-Book!Want to see how TRA helps you ident...
05/29/2026

Attention Advisors! Gain an edge in the Group 401(k) marketing with this FREE E-Book!

Want to see how TRA helps you identify where employer responsibilities shift, how to understand the plans, three steps to determine client suitability, and more? Download Here > https://hubs.ly/Q04d-Dsc0

People with decision-making power over an employer’s offered retirement plan are fiduciaries to the plan and can be held...
05/29/2026

People with decision-making power over an employer’s offered retirement plan are fiduciaries to the plan and can be held professionally and personally liable for mismanagement of the plan. These Plan Sponsors face complex fiduciary requirements, as well as pressure to provide an optimal plan experience at a reasonable cost.

Sound like a lot of hassle and responsibility? That’s where we come in! Achieve reduced administrative burden with the help of TRA’s 3(16) Fiduciary Services!

Click Here: https://hubs.ly/Q04f1v5B0

🧐 Which path is best for you? 🧐 TRA provides two game-changing enhancement options for our fiduciary services lineup! D...
05/28/2026

🧐 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/Q04dQnjN0

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 #5: Have strong access control procedures.The DOL's Employee Benefits Security Ad...
05/28/2026

Cybersecurity Central - DOL Guideline #5: Have strong access control procedures.

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 #5: TRA prioritizes robust access controls, ensuring only authorized individuals have access to our systems and services. We follow the principle of "least privilege" and "need to know", document access requests, and implement risk-based policies for monitoring user activity.

Learn everything about how cybersecurity at TRA protects you! Find out more: https://hubs.ly/Q04dPsFK0

"You must gain control over your money or the lack of it will forever control you." - Dave Ramsey.Ramsey stresses the im...
05/27/2026

"You must gain control over your money or the lack of it will forever control you." - Dave Ramsey.

Ramsey stresses the importance of taking control of your finances to secure a comfortable retirement. This involves budgeting, saving, and making wise investment decisions to build wealth over time.

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/Q04dP_tG0

: Please join us in congratulating one of our for recently taking a step further towards their desired NIPA designati...
05/26/2026

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

Connect with someone in-the-know at TRA: https://hubs.ly/Q04hYkdW0

when you partner with like Regional Plan Consultant, Jesse McLeod. Jesse has nearly 15 years experience with retirem...
05/26/2026

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/Q049Tnbc0

Immense gratitude as we remember and express our utmost appreciation to all military personnel & service members who gav...
05/25/2026

Immense gratitude as we remember and express our utmost appreciation to all military personnel & service members who gave their lives serving our great country, as well as their families. Thank you to all who have served to protect and defend us. In observance of Memorial Day, TRA's offices are closed today, 5/25, but our website is always available with helpful resources > https://hubs.ly/Q04hvhZJ0.

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

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