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Press Releases by Date   |   Press Releases by Company Name


View More Press Releases by TRA [The Retirement Advantage]

Press Release

The Retirement Advantage, Inc. (TRA) and Retirement Learning Center (RLC) Announce Strategic Partnership

Issued by TRA [The Retirement Advantage]

July 13, 2020

TRA to leverage RLC proprietary suite of advisor support resources

APPLETON, WI (July 13, 2020) – The Retirement Advantage, Inc. (TRA) an independently owned, industry-leading national retirement services company and Retirement Learning Center (RLC), thought leaders in the financial services arena with specific expertise in advisor training techniques, are pleased to announce they have entered into a strategic partnership. The alliance aims to enhance financial advisor preparedness and provide assistance in delivering solutions for their growth in the retirement consulting business.

“The TRA / RLC alliance is an exciting combination,” asserts Jeff Schreiber, TRA’s V.P. of Distribution. “RLC believes in the value of 1-on-1 consulting and educational programs that are both practical and actionable, rather than merely theoretical. RLC offers a series of webinars and workshops designed specifically for financial professionals covering a broad range of topics, from sales and distribution strategies to advanced plan design techniques. TRA’s understanding of complex plan consultation, design, compliance and administration is very complimentary to how the RLC team operates. We believe this partnership will be a differentiator and allow us to provide significant benefit to our advisors, record-keeping partners and plan sponsors.”

“Both firms have a long history of providing advisors and their clients with independent, third-party expertise to help them navigate and resolve their retirement plan needs, often including complex and innovative plan designs,” noted John Carl, President of RLC.  “Partnering with TRA to deliver unparalleled service to our clients will allow us to provide the very best in programs and strategies.  This will allow us to continue to design and deliver the next generation of continuing education (CE) services and plan design assistance tailored to financial professionals and those they serve. Together, working as one team, we will enable our advisors to reach their full potential and place our joint clients on the best path for success.”

Matt Schoneman, President of TRA, stated "RLC’s solutions create a distinct opportunity for us to create the type of winning partnership we believe has been highly desired. The advisor will benefit by engaging with both sponsors and participants in a more precise and personal way. The plan sponsor will be able to provide a better enrollment experience for their employees and give them the opportunity to create a more successful retirement savings path. Advisors who partner with TRA will then have an end-to-end process for retirement advice and design solutions. It is a win for everybody."

About Retirement Learning Center (RLC)
The Retirement Learning Center is an independent thought leader in the retirement savings and income space. RLC provides multi-dimensional educational solutions, content development resources, and consulting expertise to the financial services marketplace to help firms establish and grow their retirement business. With over 180 years of combined retirement industry experience, RLC’s depth and breadth of knowledge has helped over 43,000 financial professionals provide expert guidance to their clients. To learn more about RLC, visit, https://retirementlc.com.

About The Retirement Advantage, Inc.
TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. An on-going commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 9,000 plan sponsors with more than $9.0 billion in retirement assets under administration. You can count on us to deliver on time, on budget, and with precise attention to detail. To learn more about our industry leading solutions, please visit https://tra401k.com.

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View More Press Releases by TRA [The Retirement Advantage]


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