Press Release

TRA Starts 2021 with Acquisition of R. Bruce Tanner & Associates, Inc.

Issued by TRA [The Retirement Advantage]

Feb. 8, 2021

APPLETON, WI – The Retirement Advantage, Inc. (TRA), an independently owned, top-tier national retirement services company, today announced the acquisition of R. Bruce Tanner & Associates (RBT) of Sugar Hill, GA.

“RBT has been a successful firm for decades. Both of our companies have substantial expertise in delivering industry-leading solutions to our clients, built upon a shared commitment to innovative technology and strong financial and operational discipline,” said Jeff Schreiber, Vice President of Distribution of TRA.  “TRA and RBT are a natural fit to join forces, and together will provide even greater value to clients, prospects, and our financial advisory partners.”

The acquisition of RBT strengthens TRA’s market position in the Southeastern US while adding a team of talented retirement professionals, led by owner Allison Hawkins, to the TRA team. “I couldn’t be happier that the company my father founded is now part of TRA,” noted Hawkins. “It’s rare to find a company that focuses on the satisfaction of its clients. Best of all, TRA is committed to improvements in processing, ongoing investments in technology for greater automation and enhanced cybersecurity,” Hawkins concluded.

“We look forward to integrating our workforce, culture, and competencies right away,” said TRA President, Matt Schoneman. “This transaction will continue to connect our employees and customers with an ever-expanding wealth of resources. We are pleased the RBT staff joining TRA will be able to continue to provide the exceptional guidance and service their clients have grown accustomed to.”

About R. Bruce Tanner & Associates:

Bruce Tanner & Associates (RBT) is a Sugar Hill, Georgia-based independent third-party administrator in the financial services industry. Founded in 1980 RBT designed and maintained plan sponsor retirement plans using the latest plan design philosophies and technological best practices. Upon Bruce’s retirement in 2008, his daughter, Allison Hawkins, took over the company.

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