What departments does The Retirement Advantage, Inc. (TRA) have?

The Retirement Advantage, Inc. (TRA) has employees across 10 departments including Operations, Military & Protective Services, Marketing, Human Resources, Administrative.

What is the largest department at The Retirement Advantage, Inc. (TRA)?

The largest department at The Retirement Advantage, Inc. (TRA) is Operations with 2 employees.

Where are The Retirement Advantage, Inc. (TRA) employees located globally?

The Retirement Advantage, Inc. (TRA) has employees across 2 continents and 2 countries including India, United States Of America.

How has The Retirement Advantage, Inc. (TRA)'s team size changed over time?

The Retirement Advantage, Inc. (TRA)'s team has decreased from approximately 154 to 142 employees based on available data.

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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.

The Retirement Advantage, Inc. (TRA) Global Highlights

North America
216

United States Of America
216

Asia
1

India
1

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

M. Z.
Vice President Of Operations
Mobile Phone
Email
M. S.
President
Mobile Phone
Email
B. D.
President
Mobile Phone
Email
B. J.
President
Mobile Phone
Email
C. C.
Owner
Mobile Phone
Email
L. G.
Partner
Mobile Phone
Email
L. T.
Owner
Mobile Phone
Email
N. T.
Owner
Mobile Phone
Email

The Retirement Advantage, Inc. (TRA) Employee Metrics

100%

50%

2026

2025

Banking
Finance
Sales
Program & Project Management
Quality Assurance
Other
Accounting
Consultant

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

Name

Title

Contact Info

Location

Last Update

E. G.
Client Relationship Manager
Mobile Phone
Email
United StatesMaryland
Oct 16, 2024
E. G.
Client Relationship Manager
Mobile Phone
Email
United StatesMaryland
Oct 23, 2024
J. M.
Finance Manager
Mobile Phone
Email
Oct 18, 2024
K. B.
Manager
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
M. S.
Client Relationship Manager
Mobile Phone
Email
Oct 21, 2024
M. G.
Accounting Manager
Mobile Phone
Email
Jul 17, 2025
N. G.
Client Relationship Manager
Mobile Phone
Email
United StatesArizona
Aug 02, 2025
R. J. K.
Project Manager
Mobile Phone
Email
United StatesPennsylvania
May 07, 2025
R. D.
Account Manager
Mobile Phone
Email
United StatesMassachusetts
Apr 23, 2025
D. D.
Senior Attorney
Mobile Phone
Email
United StatesPennsylvania
Apr 15, 2026

Frequently Asked Questions

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

The Retirement Advantage, Inc. (TRA) was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 600 South Nicolet Road Appleton, Wisconsin 54914 United States; you can contact the 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?

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?

The Retirement Advantage, Inc. (TRA) has approximately 144 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Vice President Of Operations: M. Z.
President: M. S.
President: B. D.
President: B. J.
Owner: C. C.

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The Retirement Advantage, Inc. (TRA) Employee Directory

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