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.

when you partner with like Regional Plan Consultant, Jesse McLeod. Jesse has nearly 15 years experience with retirem...
07/21/2026

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/Q04nCZVz0

TRA is excited to announce that Taylor N. has moved into a new Principal Engineer role for our IT team, as of today. Con...
07/20/2026

TRA is excited to announce that Taylor N. has moved into a new Principal Engineer role for our IT team, as of today. Congratulations, Taylor! Your team, and all of TRA, are very lucky to have you!

Connect with someone in-the-know at TRA: https://hubs.ly/Q04q2gNh0

Myth: Third-Party Administrators (TPAs) only handle administrative tasks and provide little strategic value.Truth: TPAs ...
07/20/2026

Myth: Third-Party Administrators (TPAs) only handle administrative tasks and provide little strategic value.
Truth: TPAs offer strategic guidance and expertise in plan design, compliance, and regulatory requirements. TRA accomplishes this by empowering sponsors and/or their advisors to make informed decisions and achieve their retirement plan objectives efficiently.

Learn about everything TRA does to help plan sponsors! Click here: https://hubs.ly/Q04pTCKM0

07/20/2026

TRA is excited to welcome back Luis P. to the Client Services team as a Client Relationship Manager!

Need to make contact with TRA for help with any questions or inquiries? Click here > https://hubs.ly/Q04pTYbr0

: Take a look at our TRA Q3 Newsletter of 2026! To access, click here: https://hubs.ly/Q04pSWM70. We enjoy bringing you...
07/19/2026

: Take a look at our TRA Q3 Newsletter of 2026! To access, click here: https://hubs.ly/Q04pSWM70. We enjoy bringing you the latest news in retirement administration and regulation.

While you're on our Newsletters page, don't forget to subscribe so that you don't miss out on our latest releases! Get industry news and other important announcements delivered directly to your inbox. Just fill in your information via the same link above and Subscribe!

Catch up on last week's : Governmental EntitiesIn a recent call with an advisor, the following was asked: “Can an organ...
07/18/2026

Catch up on last week's : Governmental Entities

In a recent call with an advisor, the following was asked: “Can an organization with governmental ties establish a 401(k) plan?”

To view the highlights of the discussion, click here >
https://hubs.ly/Q04pRM5p0

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

Attention Advisors! Leap in front of the competition in the market of Cash Balance Plans with this FREE E-Book for Advis...
07/17/2026

Attention Advisors! Leap in front of the competition in the market of Cash Balance Plans with this FREE E-Book for Advisor Success!

Want to help your successful business owner clients save more for retirement while cutting down personal and business income taxes? Learn how to add a Cash Balance Plan to their company's 401(k). Download Here > https://hubs.ly/Q04npHxL0

Attention Advisors: When's the last time you assessed Longevity Risk with your clients and their current retirement plan...
07/17/2026

Attention Advisors: When's the last time you assessed Longevity Risk with your clients and their current retirement planning arrangements? With increasing life expectancy, retirees need to plan for the possibility of a longer retirement period. This may require a reassessment of withdrawal rates, investment strategies, etc.

With these factors in-mind, it's a good idea to compare and review the most optimal retirement plan options, especially if certain types & features might be especially applicable for your clients and/or their employees.
Compare 401(k) & Retirement Plan Options: https://hubs.ly/Q04nqfbl0

SECURE 2.0 has revolutionized the retirement planning game with a major overhaul of regulatory frameworks. Dive into the...
07/16/2026

SECURE 2.0 has revolutionized the retirement planning game with a major overhaul of regulatory frameworks. Dive into the details with our breakdown of key changes, offering quick insights into the transformative amendments.

Need to brush up on the impactful shifts brought about by this legislative update?
Click Here: https://hubs.ly/Q04m_NSt0

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Cybersecurity Central - DOL Guideline #12: Appropriately respond to any cybersecurity incidents or breaches.The DOL's E...
07/16/2026

Cybersecurity Central - DOL Guideline #12: Appropriately respond to any cybersecurity incidents or breaches.

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 #12: TRA maintains an Incident Response Policy which establishes how we respond in the event of a cybersecurity incident. It also outlines an action plan that we use to investigate potential incidents and to mitigate damage if a breach were to occur. This policy is in place to both minimize potential damages that could result from a data breach and to ensure that we inform all affected parties about the ways they can best protect themselves.

Learn everything about TRA’s dedication to cybersecurity! Find out more: https://hubs.ly/Q04dQkJg0

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

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