The Retirement Advantage, Inc. (TRA)
Financial Services
Port Washington, Wi, United States
153 employees
- Employees
- 153
- Contacts
- 3
- Emails
- 3
- Phones
- 2
The Retirement Advantage, Inc. (TRA) Overview
- Headquarters
- Port Washington, Wi, United States
- Phone Number
- Available in AeroLeads
- Website
- tra401k.com
- Industry
- Financial Services
- Employees
- 153
- Founded
- 1996
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The Retirement Advantage, Inc. (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.
The Retirement Advantage, Inc. (TRA) Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
The Retirement Advantage, Inc. (TRA) Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Darin Erdmann, Crps | Director of Sales & Distribution | Las Vegas, Nevada, United States |
Email
|
| Matt Schoneman | President at the Retirement Advantage | Greater Milwaukee, United States |
Email
Phone
|
| Carita Lansipuro-Suhonen | Teacher/admin Assistant |
View
|
|
| Bill Sunagel - Results-Driven Marcom Maven | Marketing and Communications Director | Greater Milwaukee, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
16 profiles
Manager
14 profiles
Director
7 profiles
Associate / junior
2 profiles
Executive
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 7 | 7 | 1 |
| Sales | 7 | 7 | 1 |
| Executive | 6 | 6 | 2 |
| Legal | 5 | 5 | 1 |
| Marketing | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
The Retirement Advantage, Inc. (TRA) Tech Stack
Engineering
2 profiles
Product / design
1 profile
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