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.

For smaller employers, a SIMPLE IRA and 401(k) may both deserve consideration. Each option brings different levels of fl...
09/03/2026

For smaller employers, a SIMPLE IRA and 401(k) may both deserve consideration. Each option brings different levels of flexibility, administration, and plan design potential.

TRA can help evaluate which solution aligns best with a client's objectives. See more details about how plans are compared and what you need to know: https://hubs.ly/Q04wzNb90

Cybersecurity Central - DOL Guideline #7: Conduct periodic cybersecurity awareness training.The DOL's Employee Benefits...
09/03/2026

Cybersecurity Central - DOL Guideline #7: Conduct periodic cybersecurity awareness training.

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 #7: TRA has developed a custom cybersecurity training course based on TRA’s security standards and policies and industry specific risks, which all TRA team members are required to complete as part of the onboarding process, in addition to third-party cybersecurity training modules. Everyone must also complete periodic online information security training.

Get a better understanding of how TRA is trained to protect you! Click here: https://hubs.ly/Q04wzMD_0

"Spend extravagantly on the things you love, and cut costs mercilessly on the things you don’t." - Ramit SethiSethi's ad...
09/02/2026

"Spend extravagantly on the things you love, and cut costs mercilessly on the things you don’t." - Ramit Sethi

Sethi's advice encourages a balanced approach to financial planning, including retirement. By focusing your spending on what truly matters to you and eliminating unnecessary expenses, you can enjoy your retirement while maintaining financial health.

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/Q04nMpQP0

Running a 401(k) plan requires more than signing paperwork and hoping for the best. Behind every successful retirement p...
09/01/2026

Running a 401(k) plan requires more than signing paperwork and hoping for the best. Behind every successful retirement plan, you'll find three key partners working together: recordkeepers, financial advisors, and third-party administrators (TPAs). Each handles specific responsibilities, and understanding their roles can help you build a stronger plan for your employees.

For plan sponsors and financial advisors, knowing who does what helps prevent gaps in service and keeps your plan running smoothly. This guide breaks down each role so you can see how they fit together.

View the guide here: https://hubs.ly/Q04v-QDz0

when you partner with like Regional Plan Consultant, Henrik Sandberg. Henrik has worked in retirement services for 2...
09/01/2026

when you partner with like Regional Plan Consultant, Henrik Sandberg. Henrik has worked in retirement services for 20+ years. Today, he is responsible for creating successful partnerships with Financial Advisors, Retirement Plan Wholesalers, and Plan Sponsors in the Louisiana and Texas territories.

Have a question or need to get in touch with Henrik?
Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q04vXMkB0

We would like to recognize all of our great working anniversaries for the month of September! Here's to our continued gr...
09/01/2026

We would like to recognize all of our great working anniversaries for the month of September! Here's to our continued growth and development!

Connect with someone in-the-know at TRA: https://hubs.ly/Q04w3Hcr0

Law firms, accounting firms, consulting firms, and similar organizations often have specialized workforce demographics t...
08/31/2026

Law firms, accounting firms, consulting firms, and similar organizations often have specialized workforce demographics that may benefit from tailored plan design solutions.

TRA can help advisors assess retirement plan options designed around professional service firms. Check out our designated Plan Design page and reach out to us to explore how we can help: https://hubs.ly/Q04rp00_0

Myth: Working with a Third-Party Administrator (TPA) means losing control over the plan.Truth: TPAs collaborate closely ...
08/31/2026

Myth: Working with a Third-Party Administrator (TPA) means losing control over the plan.
Truth: TPAs collaborate closely with plan sponsors and/or their advisors, providing expert advice without hijacking control over their plans. At TRA, our partnership ensures that the plan operates smoothly and in the best interest of participants.

Partner with TRA for professional guidance while maintaining your own control! Learn more: https://hubs.ly/Q04nqC9M0

Attention Advisors! Gain an edge in the Group 401(k) marketing with this FREE E-Book!Want to see how TRA helps you ident...
08/30/2026

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/Q04ryH650

ATTENTION ADVISORS - Partnering with a retirement TPA allows you to laser focus on investments and investment compliance...
08/30/2026

ATTENTION ADVISORS - Partnering with a retirement TPA allows you to laser focus on investments and investment compliance issues while the TPA assumes responsibility for plan design, plan compliance, accuracy, and working day-to-day with the plan sponsor on plan administration.

Click here to learn more about how TRA can make your life easier by relieving administrative burden and much, much more: https://hubs.ly/Q04ryMsd0

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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