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Insights

Targeted Growth TRA serves over 11,000 plan sponsors with more than $13 billion in retirement assets under administration, indicating a sizable existing B2B base and potential for cross-sell to current sponsors with incremental service needs.

Expansion Momentum Frequent leadership and consultant hires in 2025–2026 (Regional and Internal Plan Consultants, VP of National Sales) suggest ongoing regional expansion and a readiness to engage new plan sponsors and advisors, presenting a window for partnership discussions.

Innovation Recognition Award win for innovation in learning signals a commitment to modern training and client education programs, offering opportunities to upsell enhanced onboarding, advisor education, and plan design optimization services.

Private Label Scale As a large, privately held TPA with substantial assets under administration, TRA is well-positioned to partner with mid-market businesses seeking outsourced retirement solutions, enabling co-branding or white-label provider arrangements.

Tech Enablement TECH stack includes SQL, Azure, C#, and form-driven web tools, indicating capability to integrate with client systems and streamline data exchange; potential for selling data integration, reporting automation, and secure communications enhancements.

Similar companies to The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA) Tech Stack

The Retirement Advantage, Inc. (TRA) uses 8 technology products and services including iCIMS, WordPress, Microsoft SQL Server, and more. Explore The Retirement Advantage, Inc. (TRA)'s tech stack below.

Media & News

The Retirement Advantage, Inc. (TRA)'s Email Address Formats

The Retirement Advantage, Inc. (TRA) uses at least 5 email formats:
The Retirement Advantage, Inc. (TRA) Email FormatsExamplePercentage
FirstLast@markleyactuarial.comJohnDoe@markleyactuarial.com
82%
Last@markleyactuarial.comDoe@markleyactuarial.com
18%
First.Last@tra401k.comJohn.Doe@tra401k.com
91%
Last@tra401k.comDoe@tra401k.com
8%
First.MiddleLast@tra401k.comJohn.MichaelDoe@tra401k.com
1%

Frequently Asked Questions

What is The Retirement Advantage, Inc. (TRA)'s phone number?

Minus sign iconPlus sign icon You can contact The Retirement Advantage, Inc. (TRA)'s main corporate office by phone at
+1-920-832-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Retirement Advantage, Inc. (TRA)'s official website and social media links?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA)'s official website is tra401k.com and has social profiles on LinkedIn.

How much revenue does The Retirement Advantage, Inc. (TRA) generate?

Minus sign iconPlus sign icon As of August 2026, The Retirement Advantage, Inc. (TRA)'s annual revenue is estimated to be $100M - $250M.

What is The Retirement Advantage, Inc. (TRA)'s SIC code and NAICS code?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does The Retirement Advantage, Inc. (TRA) have currently?

Minus sign iconPlus sign iconAs of August 2026, The Retirement Advantage, Inc. (TRA) has approximately 148 employees across 2 continents, including North America and Asia. Key team members include Owner: C. C., Partner: L. G. and Vice President: C. J. Explore The Retirement Advantage, Inc. (TRA)'s employee directory with LeadIQ.

What industry does The Retirement Advantage, Inc. (TRA) belong to?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA) operates in the Financial Services industry.

What technology does The Retirement Advantage, Inc. (TRA) use?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA)'s tech stack includes iCIMS, WordPress, Microsoft SQL Server, Claude by Anthropic, Google Cloud, Microsoft Azure, Adobe Creative Suite and Piwik PRO Core.

What is The Retirement Advantage, Inc. (TRA)'s email format?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA)'s email format typically follows the pattern of FirstLast@markleyactuarial.com. Find more The Retirement Advantage, Inc. (TRA) email formats with LeadIQ.

When was The Retirement Advantage, Inc. (TRA) founded?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA) was founded in 1996.
The Retirement Advantage, Inc. (TRA) logo

The Retirement Advantage, Inc. (TRA)

Financial ServicesWisconsin, United States51-200 Employees

The Retirement Advantage, Inc. (TRA) provides nationwide retirement plan administration and fiduciary services to plan sponsors, financial professionals, wealth managers, and businesses of various sizes. Customers receive expert consultation, resources, and consistently strong customer service, and TRA ranks among the largest privately held third-party administrators in the United States. TRA currently administers retirement plans for more than 11,000 sponsors, with more than $13 billion in assets under administration.

The company is based in Appleton, Wisconsin, and operates on a national scale. It supports plan sponsors in achieving their retirement plan design goals through proactive consultation and customized solutions for employees. In recent developments, TRA has added new regional and internal plan consultants, signaling ongoing growth.

Section iconCompany Overview

Phone number
+1-920-832-****
Website
tra401k.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M - $250M

    The Retirement Advantage, Inc. (TRA)'s revenue is estimated to be in the range of $100M - $250M

Company Leadership

  • Owner at The Retirement Advantage, Inc. (TRA)
    C. C.
    Owner
    Mobile Phone
  • Partner at The Retirement Advantage, Inc. (TRA)
    L. G.
    Partner
    Mobile Phone
  • Vice President at The Retirement Advantage, Inc. (TRA)
    C. J.
    Vice President
    Mobile Phone
  • Communication And Marketing Director at The Retirement Advantage, Inc. (TRA)
    B. S.
    Communication And Marketing Director
    Mobile Phone
  • Client Relationship Manager at The Retirement Advantage, Inc. (TRA)
    M. W.
    Client Relationship Manager
    Mobile Phone

Employee Directory

  • Finance Manager at The Retirement Advantage, Inc. (TRA)
    J. M.
    Finance Manager
    Mobile Phone
  • Client Relationship Manager at The Retirement Advantage, Inc. (TRA)
    M. S.
    Client Relationship Manager
    Mobile Phone
  • Accounting Manager at The Retirement Advantage, Inc. (TRA)
    M. G.
    Accounting Manager
    Mobile Phone
  • Principal at The Retirement Advantage, Inc. (TRA)
    J. N.
    Principal
    Mobile Phone
  • Principal at The Retirement Advantage, Inc. (TRA)
    P. R.
    Principal
    Mobile Phone

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