The Retirement Advantage, Inc. (TRA) Employee Directory

Financial ServicesWisconsin, United States201-500 Employees

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.

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

The Retirement Advantage, Inc. (TRA) Global Highlights

Location
Employees

North America
221

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  • United States Of America
    221

Asia
1

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  • India
    1

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

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    M. S.
    President
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    B. D.
    President
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    B. J.
    President
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    C. C.
    Owner
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    L. G.
    Partner
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    L. T.
    Owner
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    N. T.
    Owner
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    C. J.
    Vice President
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Contact profiles from The Retirement Advantage, Inc. (TRA)

Name
Title
Contact Info
Location
Last Update
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    B. S. -. R. M. M.
    Marketing And Communication Director
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    United StatesWisconsin
    Dec 02, 2025
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    M. C.
    Director Of Client Services
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    United States
    Sep 24, 2025
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    A. D. H.
    Director Of Human Resources
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    United StatesWisconsin
    Nov 06, 2025
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    C. P.
    Director Of Plan Adminstration
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    United StatesWisconsin
    Oct 27, 2025
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    A. H.
    Director Of Human Resources
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    UNITED STATES
    Sep 24, 2025
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    B. S.
    Communication And Marketing Director
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    Oct 23, 2024
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    C. F. H.
    National Accounts/ Business Development Director
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    United StatesTexas
    Jan 06, 2025
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    L. P.
    Client Services Team Leader, Qka
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    United StatesMississippi
    Oct 27, 2025
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    L. C. M.
    Client Relationship Manager
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    Oct 27, 2025
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    K. M.
    Client Relationship Manager
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    United StatesPennsylvania
    Nov 13, 2025

Frequently Asked Questions

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

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The Retirement Advantage, Inc. (TRA) was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 101 East Grand Avenue, Suite 16; you can contact the main corporate office by phone at . 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?

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The Retirement Advantage, Inc. (TRA) employees' email format typically follows the pattern of . 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?

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The Retirement Advantage, Inc. (TRA) has approximately 201 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

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As of December 2025, The Retirement Advantage, Inc. (TRA)'s key employees include:

  • President: M. S.
  • President: B. D.
  • President: B. J.
  • Owner: C. C.
  • Partner: L. G.

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