The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA): Shaping the Future of Retirement Services

Founded in 1996, The Retirement Advantage (TRA) stands as a national retirement services company, dedicated to providing third-party administration and fiduciary services to plan sponsors, financial advisors, wealth managers, and businesses of all sizes. With a strong commitment to expert consultation, resources, and exceptional customer service, TRA has emerged as one of the largest privately held third-party administrators in the nation.

Currently, TRA proudly serves more than 11,000 plan sponsors, managing over $13 billion in retirement assets. The company's vision entails elevating its status as an industry-leading retirement plan solutions provider that assists plan advisors and sponsors in meeting their unique plan design goals. Additionally, TRA is steadfast in its mission, which revolves around implementing and administering customized retirement plan solutions for small, privately held business owners and their employees, ultimately exceeding their retirement plan goals. To achieve this, TRA partners with best-in-class plan providers and advisors, ensuring that plan sponsors receive the maximum benefit from their combined expertise, advanced resources, and exceptional attention to detail.

TRA's commitment to engaging content and communications is evident through various mediums, such as website forms, emails, newsletters, and social media, aimed at providing valuable information, including retirement plans, planning, and legislative industry updates.

As TRA continues to shape the future of retirement services, its extensive reach, impressive track record, and unwavering dedication make it a compelling proposition for potential investors and stakeholders in the Financial Services, Information Technology, CRM, and Sales industries.