LeadIQ logo
Learn more at LeadIQ.com

Insights

Growth scale TRA is a national retirement services provider with over 11,000 plan sponsors and more than $13 billion in assets under administration, presenting a broad market to target with scalable third-party administrator and fiduciary services.

Talent momentum Recent promotions and new hires across regional plan consultant roles indicate active expansion and investment in field coverage, signaling opportunities to offer complementary services or enterprise partnerships to support growing sales and implementation capacity.

Technology leverage Utilizing a modern tech stack including iCIMS, WordPress, cloud platforms (Google Cloud, Azure) and AI tools (Claude by Anthropic) suggests TRA can benefit from data-driven enrollment, digital marketing optimization, and AI-assisted plan administration enhancements to win new sponsors.

Awards credibility Receiving the Brandon Hall Group Bronze award for innovation in learning highlights a commitment to employee development and scalable training, which can be leveraged to position TRA as an attractive partner for advisors seeking compliant, up-to-date knowledge resources for clients.

Financial opportunity With revenue in the $100M–$250M range and a large, diversified sponsor base, there is potential to cross-sell enhanced plan design, fiduciary services, and advisory resources to mid-market and privately held businesses looking to optimize retirement outcomes.

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

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.

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.