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View More Press Releases by The Retirement Advantage [TRA]

Press release:

The Retirement Advantage, Inc. Makes Third Acquisition in 2020

Issued by: The Retirement Advantage [TRA]

Date: Oct. 14, 2020

APPLETON, WI (October 14, 2020) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company, today announced the acquisition of Garden Ridge, TX based McCaw & Salesberry Retirement Solutions, LLC.

“We are very excited about the McCaw & Salesberry team joining the TRA family,” said TRA President, Matt Schoneman. “Our combined resources and capabilities position us to continue providing clients with superior administrative and consulting services. This transaction is an excellent strategic fit and directly aligns with TRA’s long-term plans for growth and scale in the retirement plan market.”

“TRA certainly appreciates the intricacies of structuring an agreement of this nature. Having already worked closely with Matt and the TRA team, I am confident that the acquisition will allow us to continue to support our clients in the manner they have come to expect,” says John McCaw President of McCaw & Salesberry Retirement Solutions, LLC. ” TRA provides the level of service, technology and ongoing enhancements that plan sponsors and advisors deserve in this day and age.”

“We are proud of our more than 35-year history serving the retirement plan needs of the Texas business community. We recognized that our next step was to join with a firm that would allow us to continue delivering outstanding client service with an expanded suite of offerings,” said Laurien Salesberry, Partner of McCaw & Salesberry. “TRA is well known in the third party administration circles and complements our client service approach very well. We are confident that we will be continuing the high level of service and expertise that we have always provided our clients.”

“TRA continues to build and deliver a comprehensive spectrum of services,” said Jeff Schreiber, VP of Distribution at TRA. “We continuously look to expand our array of innovative solutions, always seeking to provide demonstrable value to our clients and their advisors. We look forward to working with the McCaw & Salesberry team going forward.”

About McCaw & Salesberry Retirement Solutions, LLC:
McCaw & Salesberry Retirement Solutions, LLC is an independent family owned and operated retirement plan Third Party Administration (TPA) firm located near San Antonio, TX. They provide a consultative personal approach to company retirement plan design, administration, and compliance. Their history is that of a client-centric firm focused on providing the highest quality of service and expertise to their business partners, plan sponsors, and participants.

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 www.tra401k.com.

View More Press Releases by The Retirement Advantage [TRA]


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