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Insights

Expanding Regional Presence TRA is actively hiring regional plan consultants, indicating a strategic focus on expanding its geographic reach and deepening relationships with local plan sponsors, which presents opportunities for targeted business development efforts.

Strong Market Position Serving over 11,000 plan sponsors with more than 13 billion dollars in assets reveals TRA's established leadership and large customer base, making it a compelling prospect for companies seeking scalable retirement solutions.

Recognition & Innovation Receiving awards for innovation in learning and development showcases TRA’s commitment to continuous improvement, which could appeal to clients valuing advanced, forward-thinking retirement services.

Technology Utilization TRA's tech stack, including Azure DevOps, Angular, and PHP, suggests modern infrastructure that may enable seamless integration, offering opportunities to pitch complementary technological solutions or enhancements.

Industry Growth Trends As a dominant private company in the retirement services sector with sizable revenue, TRA is well-positioned to capitalize on ongoing industry growth, making it an ideal partner for innovative retirement planning and actuarial services.

The Retirement Advantage, Inc. (TRA) Tech Stack

The Retirement Advantage, Inc. (TRA) uses 8 technology products and services including MySQL, Microsoft Excel, Google Cloud, and more. Explore The Retirement Advantage, Inc. (TRA)'s tech stack below.

  • MySQL
    Database
  • Microsoft Excel
    Editors
  • Google Cloud
    Infrastructure As A Service
  • PHP
    Programming Languages
  • C#
    Programming Languages
  • JavaScript
    Programming Languages
  • a3 Lazy Load
    Web Platform Extensions
  • Google Plus
    Widgets

Media & News

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

The Retirement Advantage, Inc. (TRA) uses at least 2 format(s):
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

Where is The Retirement Advantage, Inc. (TRA)'s headquarters located?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA)'s main headquarters is located at 600 South Nicolet Road Appleton, Wisconsin 54914 United States. The company has employees across 2 continents, including North AmericaAsia.

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.

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

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

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

Minus sign iconPlus sign iconAs of May 2026, The Retirement Advantage, Inc. (TRA) has approximately 144 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Of Operations: M. Z.President: M. S.President: B. D.. 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 MySQLMicrosoft ExcelGoogle CloudPHPC#JavaScripta3 Lazy LoadGoogle Plus.

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)

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

Headquarters
600 South Nicolet Road Appleton, Wisconsin 54914 United States
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

Section iconFunding & Financials

  • $100M$250M

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

Company Leadership

  • Stylized image of a person
    M. Z.
    Vice President Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    L. T.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. T.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. Z.
    Vice President Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Director Of It And Security
    Phone icon
    Mobile Phone

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