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View More Press Releases by The Retirement Advantage [TRA]

Press release:

Vertical Management Systems, Inc. announces the addition of The Retirement Advantage, Inc. to its Retirement Revolution Third Party Administrator Community.

Issued by: The Retirement Advantage [TRA]

Date: Oct. 29, 2015

Vertical Management Systems, Inc. (VMS), one of the nation’s leading providers of data, financial networking and account aggregation technology, announced that The Retirement Advantage, Inc. (TRA) has joined the growing list of third- party administrators (TPA) that have integrated with VMS’ leading-edge retirement recordkeeping and investment management platform.

With an automated cloud-based recordkeeping platform that integrates the best features of brokerage, trust and custody accounting systems in a single product, VMS provides solutions that address the specific needs of retirement advisors, plan sponsors and plan participants. The platform’s flexible technology also enables TPAs and other service providers to offer their services, in an integrated fashion, to the VMS community of advisors, plan sponsors and participants. This modern environment coupled with unparalleled system efficiencies allow their clients to offer a truly cost effective and comprehensive solutions suite.

“Integrating with VMS’ Retirement Revolution platform enhances our ability to help advisors and plan sponsors meet their unique plan design goals, while building on our reputation of providing proactive plan consultation and exceptional customer service,” observed Matt Schoneman, President of TRA. “Our advisors are already impressed by Retirement Revolution’s ability to facilitate the provision of individually tailored investment guidance to participants while providing investment flexibility and full fee transparency to stay compliant with pending regulatory changes.”

“TRA is a welcome addition to our community of forward-thinking TPAs,” said Robert Ward, Chief Revenue Officer, VMS. “Their experience, insights and national influence will help us continue to innovate Retirement Revolution’s next generation retirement solutions.”
About The Retirement Advantage

The Retirement Advantage, Inc. (TRA) is a premier third-party administrator that specializes in the administration, consultation and compliance of retirement plans for small, privately held businesses nationwide. Currently, TRA services more than 4,500 plan sponsors, 300,000 plan participants, and has $4.5 billion of plan assets under administration.

About Vertical Management Systems and Retirement Revolution
Vertical Management Systems, (VMS) is one of the nation’s leading providers of data, financial networking, and account aggregation technology. For more than 20 years, VMS has designed, developed and hosted accounting and securities process-and-control solutions for the
largest financial institutions in the United States. Its retirement platform, Retirement Revolution is a leading supplier of next-generation retirement solutions.

View More Press Releases by The Retirement Advantage [TRA]

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