Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Senior Plan Administrator

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

Retirement Plan Benefits Consultant

Compass Retirement Consulting Group
(Remote / Stratham NH)

Compass Retirement Consulting Group logo

Legal Assistant/Paralegal

Witman Stadtmauer, P.A.
(Florham Park NJ)

Pension Administrator

Actuaries Unlimited, Inc.
(Remote)

Actuaries Unlimited, Inc. logo

Investment Advisor

SWBC Retirement Plan Services
(Austin TX)

SWBC Retirement Plan Services logo

Senior Retirement Account Representative

Ohio Pension Services
(Akron OH)

Ohio Pension Services logo

Relationship Manager - Retirement Plans

Spectrum Investment Advisors, Inc.
(Thiensville WI)

Spectrum Investment Advisors, Inc. logo

Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Remote / Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Retirement Plan Administrator

Premier Plan Consultants
(Remote / San Diego CA)

Premier Plan Consultants logo

Loan and Distribution / Contribution Upload Specialist

Aimpoint Pension
(Remote)

Aimpoint Pension logo

Retirement Plan Administrator

Excellent TPA
(Remote)

DC Plan Administrator

Farmer & Betts, Inc.
(Remote / CO / OR / WA)

Farmer & Betts, Inc. logo

Pension Administrator

National Administration, Inc.
(Remote / Menasha WI)

National Administration, Inc. logo

Client Compliance Counsel

Gallagher
(Philadelphia PA / CT / DE / MA / NJ / NY / RI)

Gallagher logo

Senior Plan Document & Compliance Specialist

PCS Retirement, LLC
(Remote)

PCS Retirement, LLC logo

401(k) Plan Administrator

CRI TPA Services
(Charlotte NC / AL / FL / GA / KY / LA / MS / NM / TN / TX)

CRI TPA Services logo

Plan Compliance Analyst (Administrator)

RPA
(Remote / Falls Church VA)

RPA logo

Relationship Manager

Compass Retirement Consulting Group, Inc./Compass 360, LLC
(Remote / Stratham NH / MA)

Compass Retirement Consulting Group, Inc./Compass 360, LLC logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.
(Tacoma WA)

Spectrum Pension Consultants, Inc. logo

Defined Contribution Account Manager with a Life!

Nova 401(k) Associates
(Remote / Houston TX / Dallas TX / Scottsdale AZ)

Nova 401(k) Associates logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

Press Releases by Date   |   Press Releases by Company Name


View More Press Releases by The Retirement Advantage [TRA]

Press Release

TRA Completes Acquisition of Total Retirement Solutions, Inc.

Issued by The Retirement Advantage [TRA]

June 21, 2021

APPLETON, WI  – The Retirement Advantage, Inc. (TRA), an independently-owned, top-tier national retirement services company, has announced the acquisition of Total Retirement Solutions, Inc. (TRS) of St. Louis, MO.

“This acquisition will allow TRA to serve plan advisors and sponsors in the St. Louis metro area and the surrounding Midwest region. This continues our national expansion and commitment to the highest levels of service that our current clients experience,” said Matt Schoneman, TRA’s President and Owner. “This acquisition also enables us to bring our technology and efficiency to TRS clients. Our goal is to ensure a seamless experience for the new clients and partners we are welcoming to TRA.

The strategic acquisition of TRS was completed May 31, 2021. With the acquisition, TRA is committed to continuing to support the financial advisor and recordkeeping partners of TRS with customized retirement plan solutions that exceed business owner’s and employee’s retirement plan goals.

Tom Holstein, Principal/Owner of TRS added, “We are excited about the opportunity this transaction will provide TRS’ existing plan sponsors and advisors. In addition, TRA has a strong presence throughout our markets and our clients will continue to benefit from local relationships and expanded products and services. Our clients can have confidence that TRA will always act in their best interests and maintain loyal relationships that are based on trust and integrity.”

About Total Retirement Solutions, Inc.:
Tom Holstein has been providing full-service, employer-sponsored retirement plan consulting and administration since 1983. As the President and Owner of TRS since 2006, Tom has delivered401(k) plan design, consulting and plan administration to assist companies in providing a cost-effective, tailored retirement plan for their employees.

View More Press Releases by The Retirement Advantage [TRA]


Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2021 BenefitsLink.com, Inc.