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The Retirement Advantage, Inc. (TRA) specializes in third-party administration (TPA), retirement plan design, and fiduciary services for businesses and financial advisors. With over two decades of experience, TRA is committed to simplifying retirement plans and providing exceptional customer service.
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Comprehensive third-party administration services for retirement plans, including 401(k) administration and compliance.
Customized retirement plan design services to help businesses attract and retain talent.
3(16) fiduciary services to assist employers in managing their fiduciary responsibilities and compliance.
TRA provides third-party administration, retirement plan design, and fiduciary services for businesses and financial advisors.
TRA serves financial advisors, wealth managers, and businesses of all sizes looking to manage their retirement plans effectively.
TRA offers expert consultation and dedicated consultants to guide clients through regulatory requirements and ensure compliance.
TRA emphasizes personalized service by pairing clients with dedicated consultants who provide ongoing support and guidance.
TRA utilizes leading technology to provide secure access and efficient management of retirement plans, including client portals for real-time data.