LeadIQ logo
Learn more at LeadIQ.com
The Retirement Advantage, Inc. (TRA) logo

The Retirement Advantage, Inc. (TRA) Employee Directory

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.

Find The Retirement Advantage, Inc. (TRA) employees' phone numbers or email addresses

The Retirement Advantage, Inc. (TRA) Global Highlights

Location
Employees

North America
212

Minus sign iconPlus sign icon
  • United States Of America
    212

Asia
1

Minus sign iconPlus sign icon
  • India
    1

The Retirement Advantage, Inc. (TRA)'s 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
  • 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

The Retirement Advantage, Inc. (TRA) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Sales
  • Program & Project Management
  • Quality Assurance
  • Other
  • Accounting
  • Consultant

Contact profiles from The Retirement Advantage, Inc. (TRA)

Name
Title
Contact
Location
Last Update
  • Owner at The Retirement Advantage, Inc. (TRA)
    C. C.
    Owner
    Mobile Phone
    Oct 24, 2024
  • Partner at The Retirement Advantage, Inc. (TRA)
    L. G.
    Partner
    Mobile Phone
    Oct 18, 2024
  • Vice President at The Retirement Advantage, Inc. (TRA)
    C. J.
    Vice President
    Mobile Phone
    Oct 17, 2024
  • Communication And Marketing Director at The Retirement Advantage, Inc. (TRA)
    B. S.
    Communication And Marketing Director
    Mobile Phone
    Jun 09, 2026
  • Client Relationship Manager at The Retirement Advantage, Inc. (TRA)
    M. W.
    Client Relationship Manager
    Mobile Phone
    Jul 29, 2026
  • Finance Manager at The Retirement Advantage, Inc. (TRA)
    J. M.
    Finance Manager
    Mobile Phone
    Oct 18, 2024
  • Client Relationship Manager at The Retirement Advantage, Inc. (TRA)
    M. S.
    Client Relationship Manager
    Mobile Phone
    Oct 21, 2024
  • Accounting Manager at The Retirement Advantage, Inc. (TRA)
    M. G.
    Accounting Manager
    Mobile Phone
    Jul 17, 2025
  • Principal at The Retirement Advantage, Inc. (TRA)
    J. N.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Principal at The Retirement Advantage, Inc. (TRA)
    P. R.
    Principal
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is The Retirement Advantage, Inc. (TRA) known for?

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA) was founded in 1996 and operates in the Financial Services industry. You can contact The Retirement Advantage, Inc. (TRA)'s main corporate office by phone at
+1-920-832-****
. Explore The Retirement Advantage, Inc. (TRA)'s company overview page for more information.

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

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA) employees' email format typically follows the pattern of FirstLast@markleyactuarial.com. Trying to find reliable and up-to-date employee contact data? Find more The Retirement Advantage, Inc. (TRA) email formats with LeadIQ.

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

Minus sign iconPlus sign iconThe Retirement Advantage, Inc. (TRA) has approximately 148 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are The Retirement Advantage, Inc. (TRA)'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, The Retirement Advantage, Inc. (TRA)'s key employees include:

  • Owner: C. C.
  • Partner: L. G.
  • Vice President: C. J.
  • Communication And Marketing Director: B. S.
  • Client Relationship Manager: M. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.