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The Retirement Advantage, Inc. (TRA)

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Appleton, WI
The Retirement Advantage, Inc. (TRA)

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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 expert. 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.

10/31/2026

🎃 Happy Halloween from all of us at TRA! How are you celebrating? 👻

Need to reach out to us? Click Here > https://hubs.ly/Q04BTy7S0

10/31/2026

Catch up on last week's : RMD Excess and Charitable Distribution

In a recent call with an advisor, the following was asked: “A client has already taken a distribution for his 2026 Required Minimum Distribution (RMD) from his IRA but wants to do a Qualified Charitable Distribution (QCD) from his IRA. Because he has already fully taken his RMD, can he now do a QCD and roll the previously taken RMD amount back into his IRA?”

To view the highlights of the discussion, click here >
https://hubs.ly/Q04CPZT60

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

10/30/2026

🎃🌕 Happy Halloween from all of us at TRA! It's time for costumes, candy, and a little spooky fun! Whether you’re trick-or-treating, hosting a party, or having a movie marathon, here’s to a Halloween full of fun and good times. Wishing everyone a safe, memorable evening filled with laughter, surprises, and maybe even a few ghost stories! 👻💀

Based on the day of the week the holiday fell, this year, and in order to give our associates an enjoyable long weekend with friends and family, offices are closed today and through the weekend until our prompt return on Monday, 11/2. For educational updates & information or to submit any formal inquiries, our website is always available with helpful resources > https://hubs.ly/Q04BN_4R0

10/29/2026

Not every employer needs the same retirement plan structure. Understanding the differences between a Group 401(k) arrangement and a standalone plan can help uncover efficiencies.

TRA can help review the advantages and considerations of both approaches. See more details about how plans are compared and what you need to know: https://hubs.ly/Q04zwJWt0

10/29/2026

Cybersecurity Central - DOL Guideline #3: Have a reliable annual third-party audit of security controls.

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 #3: TRA teams up with top-tier vendors to rigorously evaluate our security controls twice a year? This ensures our cybersecurity goals and priorities are always on point. Wondering how this protects your retirement plans with TRA?

Learn everything you need to know about cybersecurity at TRA! Learn more: https://hubs.ly/Q04B2L1V0

10/28/2026

"Wealth is what you accumulate, not what you spend." - Thomas J. Stanley

Retirement readiness is built through consistent accumulation over time. Employer-sponsored retirement plans provide one of the most effective ways for employees to systematically build assets for their future. Features such as payroll deductions, employer contributions, and automatic enrollment can help participants develop strong savings habits while increasing the likelihood of long-term financial security.

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/Q04xyC1T0

10/27/2026

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/Q04xTC0V0

10/27/2026

when you partner with like Regional Plan Consultant, Matt Solomon. Matt has 20+ years of experience in the retirement plan industry. 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 in AL, FL, GA, and MS.

Have a question or need to get in touch with Matt?
Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q04zFlXb0

10/26/2026

Has your client's workforce grown significantly over the past few years? Expansion often changes compliance considerations, employee demographics, and plan design needs. A plan that worked three years ago may not be the best fit today.

TRA can help review existing plans and identify whether adjustments may better support a growing organization. Learn more and reach out to us to explore how we can help: https://hubs.ly/Q04zwLTW0

10/26/2026

Myth: Third-Party Administrators (TPAs) don't keep up with changing regulations.
Truth: TPAs continuously keep watch for legislative updates to ensure compliance with the latest laws and regulations.

Ensure your plan stays compliant with TRA's expertise! Click here:
https://hubs.ly/Q04vXL_k0

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

http://www.tra401k.com/

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