The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA)

Financial-Services

Port Washington, WI
United States
Company Tagline

The Advantage is Yours!

Industry Category
Financial-Services
Company Description

The Retirement Advantage, Inc. (TRA) is a leading financial services company dedicated to providing comprehensive retirement plan solutions. With a strong commitment to expert consultation, valuable resources, and outstanding customer service, The Retirement Advantage (TRA) has established itself as one of the largest privately held third-party administrators in the nation. Serving over 11,000 plan sponsors and managing more than $13 billion in retirement assets, The Retirement Advantage (TRA) ensures clients receive precise, on-time, and on-budget services.

The Retirement Advantage (TRA) strives to assist plan advisors and sponsors in achieving their unique plan design objectives. Located at 101 East Grand Avenue, Suite 16, Port Washington, WI 53074-2218, US, and with additional locations at 600 S Nicolet Road, Appleton, WI 54914, US; 30600 Telegraph Rd, Suite 1130, Bingham Farms, Michigan 48025, US; 26-28 West King Street, Suite 202, Lancaster, PA 17603, US; 568 W. Main, Danville, VA 24541, US; and 1020 N E Loop 410, Suite 600, San Antonio, TX 78209, US, The Retirement Advantage (TRA) is well-positioned to offer proactive plan consultation and exceptional support.

The Retirement Advantage, Inc. (TRA) assists small, privately held business owners and their employees by implementing and managing customized retirement plan solutions that consistently meet and exceed their goals. Partnering with best-in-class plan providers and advisors, The Retirement Advantage (TRA) ensures plan sponsors benefit from combined expertise, advanced resources, and unparalleled attention to detail. We invite the manager of The Retirement Advantage, Inc. (TRA) to create a customized and exclusive company showcase and product listing on our platform.

The Retirement Advantage, Inc. (TRA) est une société de services financiers de premier plan dédiée à fournir des solutions complètes de plans de retraite. Avec un fort engagement envers la consultation d'experts, des ressources précieuses et un service client exceptionnel, The Retirement Advantage (TRA) s'est imposé comme l'un des plus importants administrateurs tiers privés du pays. Desservant plus de 11 000 promoteurs de régimes et gérant plus de 13 milliards de dollars d'actifs de retraite, The Retirement Advantage (TRA) garantit à ses clients des services précis, ponctuels et respectant le budget.

The Retirement Advantage (TRA) s'efforce d'aider les conseillers et les promoteurs de régimes à atteindre leurs objectifs uniques de conception de régime. Situé au 101 East Grand Avenue, Suite 16, Port Washington, WI 53074-2218, États-Unis, et avec des emplacements supplémentaires au 600 S Nicolet Road, Appleton, WI 54914, États-Unis ; 30600 Telegraph Rd, Suite 1130, Bingham Farms, Michigan 48025, États-Unis ; 26-28 West King Street, Suite 202, Lancaster, PA 17603, États-Unis ; 568 W. Main, Danville, VA 24541, États-Unis ; et 1020 N E Loop 410, Suite 600, San Antonio, TX 78209, États-Unis, The Retirement Advantage (TRA) est bien positionné pour offrir une consultation proactive sur les régimes et un soutien exceptionnel.

The Retirement Advantage, Inc. (TRA) aide les propriétaires de petites entreprises privées et leurs employés en mettant en œuvre et en gérant des solutions de plans de retraite personnalisées qui répondent et dépassent systématiquement leurs objectifs. En partenariat avec les meilleurs fournisseurs et conseillers de régimes, The Retirement Advantage (TRA) veille à ce que les promoteurs de régimes bénéficient d'une expertise combinée, de ressources avancées et d'une attention inégalée aux détails. Nous invitons le responsable de The Retirement Advantage, Inc. (TRA) à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Matt Schoneman Heidi Capelle Darin Erdmann CRPS Paul D. Phan Margaret Velez (Client Relationship Manager)

Compare Companies Side by Side

Compare The Retirement Advantage, Inc. (TRA) with 3 companies in Financial-Services

4 Companies
Comparison Field
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INDUSTRI ENGINEERING
INDUSTRI ENGINEERING
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Founded Year
2022 2013 2012
Company Size
11-50 2-10 2-10
City
Port Washington, WI Newtown Square, Pennsylvania Wien, Wien
Country
United States United States Austria
Skills & Keywords Comparing with main company
17 Total Skills
Retirement Plans Financial Services Third Party Administration Retirement Assets Plan Sponsors Fiduciary Services Wealth Management Testing Customer Service Flexible 401(k) Plan Design Third Party Administrator Retirement Plan Solutions Cash Balance Design Defined Contribution Plan Administration Consultation Defined Benefit Plan Administration Compliance
9 Total 9 Unique
Unique Skills:
401k plans Benefits Administration Build Wealth Employee Retention Finance Management Recordkeeping +3
19 Total 19 Unique
Unique Skills:
Absence & Leave Management Account Management Communication Complete Absence Tracking Comprehensive Reporting Disability Claim management +13
18 Total 18 Unique
Unique Skills:
CAD CAD-Konstruktion Elektronik Embedded Software Global Sourcing Hardware +12
4
Total Companies
2012
Oldest Founded
2
Countries
63
Unique Skills

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Alternative Company Names

This company is also known as

The Retirement Advantage Inc. (TRA) 退休优势公司(TRA) द रिटायरमेंट एडवांटेज इंक. (टीआरए) ميزة التقاعد ، وشركة (TRA) Пенсионное преимущество Inc. (TRA)