TRA Celebrates 30 Years of Leadership, Growth, and Partnership in the Retirement Industry

APPLETON, Wis. - Rezul -- The Retirement Advantage, Inc. (TRA)®, a national third-party administrator and fiduciary services provider, proudly marks its 30th anniversary, celebrating three decades of partnership with financial advisors, plan sponsors, and service providers nationwide.

Founded in 1996, TRA was built on a simple idea: make retirement plan administration easier without sacrificing expertise, service, or accountability. Thirty years later, that focus remains unchanged—even as the organization has evolved through strategic growth, expanded capabilities, and continued investment in people, technology, and process.

"Reaching our 30th anniversary is a meaningful milestone for TRA," said Matt Schoneman, President and Owner of TRA. "It reflects the trust our clients and partners place in us, the dedication of our team, and our commitment to continuously improving how retirement plans are designed, administered, and supported."

Over the past three decades, TRA has grown from a regional firm into a national retirement services organization serving more than 10,000 plan sponsors. That growth reflects a long-term focus on operational excellence, disciplined investment in technology and talent, and a commitment to scalable, high-quality service.

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Recent initiatives reinforce TRA's emphasis on advisor partnerships, expanded fiduciary and administrative solutions, and an improved client experience through innovation and efficiency. "Our approach has always been intentional," Schoneman said. "We build capabilities that help advisors grow, give plan sponsors confidence in their fiduciary responsibilities, and ensure participants receive accurate, timely service."

About The Retirement Advantage, Inc. (TRA)®:
TRA, headquartered in Wisconsin, is a national retirement services firm specializing in third-party administration and fiduciary support for financial advisors and businesses of all sizes. With a strong focus on expert consultation, comprehensive resources, and outstanding client service, TRA has grown to become one of the largest independently owned TPAs in the country. Today, we proudly support over 10,000 plan sponsors and administer more than $13 billion in retirement assets. To learn more visit https://tra401k.com/.