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The Retirement Advantage, (TRA)

The Retirement Advantage, (TRA)

Financial ServicesFlag of US600 S Nicolet Road, Suite B, United States101-200 Employees

Company overview

Headquarters600 S Nicolet Road, Suite B, Appleton, WI 54914, US
Phone number+18888722364
Website
NAICS52
SIC637
Keywords
Compliance, Customer Service, Testing, Consultation, Retirement Plan Solutions, Third Party Administrator, Defined Benefit Plan Administration, Cash Balance Design, Defined Contribution Plan Administration, Flexible 401(K) Plan Design
Founded1996
Employees101-200
Socials

Key Contacts at The Retirement Advantage, (TRA)

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Darin Erdmann

Director Of Sales & Distribution

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Bill Sunagel Results-Driven Marcom Maven

Marketing And Communication Director

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Mary Crothers

Director Of Client Services

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Mark Ruhland

Director Of It And Security

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Amy Hilton

Director Of Onboarding And Plan Design

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Annie De Haven

Director Of Human Resources

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Charlie Pritzl

Director Of Plan Adminstration

The Retirement Advantage, (TRA) Email Formats

The Retirement Advantage, (TRA) uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@tra401k.com), used 69.3% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@tra401k.com
69.3%
{first initial}.{last name}
j.doe@tra401k.com
30.7%

About The Retirement Advantage, (TRA)

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.

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The Retirement Advantage, (TRA) revenue & valuation

Annual revenue$16,000,000
Revenue per employee$104,000
Estimated valuation?$51,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry
Manager
Director

Employees by Department

The Retirement Advantage, (TRA) has 96 employees across 9 departments.

Departments

Number of employees

Funding Data

The Retirement Advantage, (TRA) has never raised funding before.

The Retirement Advantage, (TRA) Tech Stack

Discover the technologies and tools that power The Retirement Advantage, (TRA)'s digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

MediaElement.js

Video players

Gravity Forms

Gravity Forms

Form builders

PWA

PWA

Miscellaneous

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

PHP

PHP

Programming languages

HSTS

HSTS

Security

Adobe Experience Platform Launch

Adobe Experience Platform Launch

Tag managers

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Frequently asked questions

The Retirement Advantage, (TRA) is located in 600 S Nicolet Road, Suite B, US.
You can reach The Retirement Advantage, (TRA) at +18888722364.
The Retirement Advantage, (TRA) was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.
The Retirement Advantage, (TRA) has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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