Wishing everyone an enjoyable end to 2024! Note: TRA's offices will be closed tomorrow, 1/1, in observance of New Years. We hope you'll be able to ring in the new year with as much excitement and anticipation as we have, and let's make 2025 the best yet! As always, you can make use of our Contact Us page and a member of our team will promptly connect with you on Thursday, 1/2, to assist with your retirement service needs. Thank you! https://hubs.ly/Q02_G6Cp0 #HappyHolidays #NewYears #TheAdvantageIsYours
The Retirement Advantage, Inc. (TRA)
Financial Services
Port Washington, WI 5,556 followers
The Advantage is Yours!
About us
As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $13 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. 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. Engaging with TRA’s content and communications, such as through website forms, emails, newsletters, and social media, will effectively opt you in to periodically receive future communications and valuable information. These updates may include electronic newsletters, notifications, educational marketing materials, and more, covering retirement plans, planning, and legislative industry updates. To fully ensure your interest in receiving such TRA content, visit https://tra401k.com/content-opt-in.
- Website
-
http://www.tra401k.com
External link for The Retirement Advantage, Inc. (TRA)
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Port Washington, WI
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Third Party Administrator, Retirement Plan Solutions, Defined Contribution Plan Administration, Defined Benefit Plan Administration, Flexible 401(k) Plan Design, Cash Balance Design, Compliance, Testing, Consultation, and Customer Service
Locations
Employees at The Retirement Advantage, Inc. (TRA)
Updates
-
FYI from TRA - A reminder of retirement plan-related important dates that will be taking place this next month: January 31 • IRS Form 1099-R due to be post-marked to participants who received a distribution from the plan in 2024 Questions? Reach out to us: https://hubs.ly/Q02_G41l0 #Reminder #MarkYourCalendar #Retirement #Plans #TheAdvantageIsYours
-
-
Myth: Third-Party Administrators (TPAs) are expensive and not cost-effective for plan sponsors and/or their advisors. Truth: TPAs offer tailored solutions and cost-effective strategies, helping sponsors achieve cost savings through efficient plan administration and compliance management. TRA’s Regional Plan Consultants (RPCs) guide you through every step of the way, maintaining full transparency and helping you develop a comprehensive roadmap towards greater success. Want to get a dialogue started with the RPC in your territory? Click here: https://hubs.ly/Q02ZdW_P0 #TPABenefits #PlanAdministration #TheAdvantageIsYours
-
-
#TheAdvantageIsYours when you partner with #TRAexperts like Regional Plan Consultant, Grant Livingston, GFS. Grant has worked in retirement services for nearly 20 years. Today, he is responsible for creating successful partnerships with Financial Advisors, Retirement Plan Wholesalers, and Plan Sponsors in the CT, MA, ME, NH, RI, and VT territories. Have a question or need to get in touch with Grant? Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q02-mlcp0 #TRA #Sales #RetirementPlan #Consultant
-
-
#TRAtools: 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/Q02_Gf5j0 #Retirement #Resources
-
-
Understand the Numbers in Your Retirement: #TheAdvantageIsYours with dedicated #TRAtools like our online calculators for savings, planning, comparisons, and more! Get started > https://hubs.ly/Q02_G4220 #Retirement #Calculators #Savings
-
-
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/Q02ZdV7X0 #eBook #Group401k #Advisor #Success #Retirement #TRA #TheAdvantageIsYours
-
-
Explore how partnering with TRA can help you steer clear of common plan audit failures! Engage a delegated 3(16) Plan Administrator for, among many benefits, significant time savings, reducing liability, increasing HR capacity, and reducing audit risk. Give yourself the ability to redirect your focus to your business and let TRA take care of the rest! Click Here: https://hubs.ly/Q02_GfpW0 #Fiduciary #Friday #TheAdvantageIsYours
-
-
Cybersecurity Central - DOL Guideline #9: Have an effective business resiliency program addressing business continuity, disaster recovery, and incident response. 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 #9: At TRA, we prioritize continuity and security with our robust Business Continuity Plan, Disaster Recovery Program, and Incident Response Policy. Our comprehensive approach ensures seamless operations and rapid response to any disruption. Find out exactly how TRA always has a recovery plan for you! Click here: https://hubs.ly/Q02SnxsR0 #BusinessContinuity #DisasterRecovery #Cybersecurity #IncidentResponse #TheAdvantageIsYours
-
-
Merry Christmas from TRA! #HappyHolidays #Christmas #FelizNavidad
-