Press Release

TRA Completes Acquisition of The Law Offices of R. David Danziger, P.C.

Issued by TRA [The Retirement Advantage]

Dec. 22, 2021

TRA Completes Fifth Acquisition of 2021

APPLETON, WI  – The Retirement Advantage, Inc. (TRA), an independently-owned, top-tier national retirement services company, has announced the acquisition of The Law Offices of R. David Danziger, P.C. (RDD), of Southampton, PA.

“Bringing RDD into the TRA family will enhance our capabilities in multiple markets,” said Matt Schoneman, TRA’s President and Owner. “The expansion of our footprint and team, additional service offerings, and the opportunity to provide additional consulting capabilities throughout our network only enhances our ability to deliver desired solutions to our clients.”

The strategic acquisition of RDD was completed December 1, 2021. With the acquisition, TRA is committed to continuing to support the advisor and recordkeeping partners of RDD with customized retirement plan solutions that exceed business owner and employee retirement plan goals.

David Danziger, Owner of RDD, said, “While we were not actively seeking to sell the company, we were approached by TRA and were impressed by their team’s knowledge of our business and enthusiasm to further invest in our current proficiencies, our team, and our clients, allowing us to bring our solutions to more companies around the country. This transaction is a great validation of our people, platform and market leadership and will help us meet growing customer demands.”

There will be no immediate changes to the services and offerings from RDD or TRA as the integration of the two businesses is approached thoughtfully over time.

About The Law Offices of R. David Danziger, P.C.:

The Law Offices of R. David Danziger, P.C. have been providing Third-Party Administration (TPA) services for qualified retirement plans since 2005. RDD clients have benefited from maximized contributions, quality consulting and plan administration, and attorney supervision of all services to assist companies in providing  cost-effective, tailored retirement plan solutions for their employees.

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