Home > Wisconsin > Appleton Directory > Investment Services > The Retirement Advantage, Inc.

The Retirement Advantage, Inc.

verified

Investment Service in Appleton

closed
Today 08:00 AM - 05:00 PM

600 South Nicolet Road Appleton WI, 54914

(888) 872-2364

website

General Description

As a leading national retirement services company, The Retirement Advantage, Inc. (TRA) provides third-party administration (TPA), retirement plan design and fiduciary services to financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned us as the largest, privately held third-party 401(k) administrators in the nation.Retirement plans are complicated. We make the process simple.For our TPA services, TRA provides 401(k) administration and retirement plan design, and fiduciary services to help your business offer competitive employee benefits to both attract and retain the best talent. We work with employers and financial advisors to design truly customized plans; we also offer 3(16) fiduciary services to help employers minimize risk and maximize resources while properly executing daily fiduciary duties and maintaining compliance.


Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


The Retirement Advantage, Inc.
600 South Nicolet Road
Appleton, WI 54914
(888) 872-2364
Driving Directions

Circular Image
(920) 731-1150

Wells Fargo Advisors

1270 Westhill Boulevard Suite A Appleton WI
Investment Service
(920) 380-9960

Fiduciary Partners Inc

3913 W Prospect Ave 201 Appleton WI
Investment Service
(920) 997-6472

Matthew Bush-Morgan Stanley

4545 W College Ave 300 Appleton WI
Investment Service
(920) 830-3600

Robert W Baird & Co

3913 W Prospect Ave 301 Appleton WI
Investment Service
(920) 734-3120

Varus Investments Inc

533 S Timmers Ln Appleton WI
Investment Service