The Retirement Advantage

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Description

  • 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.
  • location

    Headquarters:101 East Grand Avenue Suite 16, Port Washington, Wisconsin, United States

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  • The Retirement Advantage phone

    Phone Number: +1 888-872-2364

  • The Retirement Advantage website

    Website: https://www.tra401k.com

  • The Retirement Advantage employees

    Employees:140

  • The Retirement Advantage revenue

    Revenue:$10 - 50M

  • The Retirement Advantage legal name

    Legal Name:The Retirement Advantage

  • The Retirement Advantage's Social Media

    The Retirement Advantage linkedin The Retirement Advantage facebook The Retirement Advantage twitter
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

President for The Retirement Advantage

Matt Schoneman

President

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Matt Schoneman

President

Chad Empey

Chief Financial Officer

Michelle Zentner

Vice President Of Operations

Jeffrey Schreiber

Vice President Of Distribution

Sean Czepiel

Regional Sales Director

Frequently Asked Questions regarding The Retirement Advantage

  • Where are The Retirement Advantage's Headquarters?

    The Retirement Advantage's Headquarters are in 101 East Grand Avenue Suite 16,Port Washington,Wisconsin,United States

  • What is The Retirement Advantage's phone number?

    The Retirement Advantage's phone number is +1 888-872-2364

  • What is The Retirement Advantage's official website?

    The Retirement Advantage's official website is https://www.tra401k.com

  • What is The Retirement Advantage's Revenue?

    The Retirement Advantage's revenue is $10 - 50M

  • What is The Retirement Advantage's NAICS code?

    The Retirement Advantage's NAICS code is 523930

  • How many employees are working in The Retirement Advantage

    The Retirement Advantage has 140 employees

  • What is The Retirement Advantage's Industry?

    The Retirement Advantage is in the industry of Financial Services

  • Who is The Retirement Advantage's President?

    The Retirement Advantage's President is Matt Schoneman

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